Autotask Toolkit

v 2.13.2 PROD

Aanvullende licenties Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Distrivers BV (7901TG5)
Aangemaakt
2021-05-31
Gesloten
2021-05-31

Beschrijving

AKKOORD Klant is akkoord met de OB voor de aanvullende licenties. Getekende stukken zitten in de juiste map op Sharepoint. Graag licenties bestellen en laten inladen door engineer. ENLQuote moet nog worden gemaakt door Oscar t.b.v. bestelling. Klant wilt graag een offerte voor: 2x 3rd Party IP Endpoint licentie 20 IP Endpoint licentie

Primary quote

Naam
#729 — Aanvullende licenties
Effectief vanaf
2021-05-30
Vervaldatum
2021-06-23

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 1
2 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 1

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2021-05-31 General Redacted Resource (redacted) Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; dhammel@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Thijs de Boer
2021-05-31 General Redacted Resource (redacted) Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify RE for KP" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON) aanmaken kostenplaats) to revers@tsv-groep.nl Initiated by Thijs de Boer
2021-05-31 General Redacted Resource (redacted) Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON)) to flunstroo@tsv-groep.nl Initiated by Thijs de Boer
2021-05-31 Opportunity Update Redacted Resource (redacted) Opportunity: None, Aanvullende licentiesTotal Revenue=1835 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=02-06-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-05-31 Opportunity Update Redacted Resource (redacted) Opportunity: None, Aanvullende licentiesTotal Revenue=1835 Probability=100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=02-06-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-05-31 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Aanvullende licentiesTotal Revenue=0 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=02-06-2021 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask 
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1835.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-05-31T00:00:00.000Z",
  "companyID": 945,
  "contactID": 30685349,
  "cost": 0.0,
  "createDate": "2021-05-31T07:33:22.223Z",
  "creatorResourceID": 29682909,
  "description": "AKKOORD\nKlant is akkoord met de OB voor de aanvullende licenties.\nGetekende stukken zitten in de juiste map op Sharepoint.\nGraag licenties bestellen en laten inladen door engineer.\nENLQuote moet nog worden gemaakt door Oscar t.b.v. bestelling.\n\n\nKlant wilt graag een offerte voor:\n\n2x 3rd Party IP Endpoint licentie\n20 IP Endpoint licentie",
  "helpNeeded": "",
  "id": 789,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-05-31T08:39:26.933Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 1835.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2021-06-02T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682776,
  "startDate": "2021-05-31T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Aanvullende licenties",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}