Autotask Toolkit

v 2.13.2 PROD

Bestelling nieuw toestel Avaya 1608-I Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
DJI Europe B.V. (2992LA6)
Aangemaakt
2021-05-31
Gesloten
2021-06-04

Beschrijving

De klantenmap voor deze nieuwe klant en folder in Sharepoint is nog niet aanwezig. Hiervoor loopt een support ticket. Om het proces en levering door te laten lopen, zal ik separaat de opdracht en inkoopgegevens mailen naar Andre Kik. Inkoop offerte staat in de map. Graag bestellen bij Peet. Peet zal de verzending verzorgen naar de eindklant .

Primary quote

Naam
#730 — Bestelling nieuw toestel Avaya 1608-I
Effectief vanaf
2021-05-30
Vervaldatum
2021-06-30

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
Avaya 1608-I IP toestel 		Product 1
2 Professional Services
Order- en administratiekosten 		Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2021-06-04 General Jeroen Waldram 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 Jeroen Waldram
2021-06-04 Opportunity Update Jeroen Waldram Opportunity: None, Bestelling nieuw toestel Avaya 1608-ITotal Revenue=138 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=03-06-2021 Opportunity Owner=Waldram, Jeroen Status=Closed
2021-06-04 General Jeroen Waldram 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 Jeroen Waldram
2021-06-04 General Jeroen Waldram 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 Jeroen Waldram
2021-06-04 Opportunity Update Jeroen Waldram Opportunity: None, Bestelling nieuw toestel Avaya 1608-ITotal Revenue=138 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 07-06-2021 to 03-06-2021 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2021-06-04 Opportunity Update Jeroen Waldram Opportunity: None, Bestelling nieuw toestel Avaya 1608-ITotal Revenue=0 Changed Probability from 50% to 100% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=07-06-2021 Opportunity Owner=Waldram, Jeroen Status=Active
2021-06-01 Opportunity Update Frank Lunstroo Opportunity: None, Bestelling nieuw toestel Avaya 1608-ITotal Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 04-06-2021 to 07-06-2021 Opportunity Owner=Waldram, Jeroen Status=Active
2021-05-31 Opportunity Update Jeroen Waldram New Opportunity: None, Bestelling nieuw toestel Avaya 1608-ITotal Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=04-06-2021 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 138.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-06-04T00:00:00.000Z",
  "companyID": 1060,
  "contactID": 30685460,
  "cost": 0.0,
  "createDate": "2021-05-31T15:33:16.653Z",
  "creatorResourceID": 29682918,
  "description": "De klantenmap voor deze nieuwe klant en folder in Sharepoint is nog niet aanwezig. Hiervoor loopt een support ticket. Om het proces en levering door te laten lopen, zal ik separaat de opdracht en inkoopgegevens mailen naar Andre Kik.\n\n\nInkoop offerte staat in de map. Graag bestellen bij Peet. Peet zal de verzending verzorgen naar de eindklant .",
  "helpNeeded": "",
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  "lastActivity": "2021-06-04T12:53:36.040Z",
  "leadSource": 29683430,
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  "lossReasonDetail": "",
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  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2021-06-03T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "stage": 29682776,
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  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Bestelling nieuw toestel Avaya 1608-I",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
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}