Autotask Toolkit

v 2.13.2 PROD

1x Avaya DECT toestel Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Geveke Werktuigbouw BV (1014BA51)
Aangemaakt
2021-06-08
Gesloten
2021-06-08

Beschrijving

AKKOORD Klant is akkoord met de OB voor de levering van 1 extra DECT toestel. Akkoord is per mail gegeven, mail staat onder de juiste map in sharepoint. Zie onderstaand voor de correcte afhandeling en gegevens welke geprogrammeerd dienen te worden: Klant wil graag een dect toestel bestellen voor collega Robert Stuiver. Dit ook programmeren bij hem. Bezorgadres: Geveke Werktuigbouw Tav Robert Stuiver Modem 14a 7741 MJ COEVORDEN TEL: 0524 561662

Primary quote

Naam
#733 — 1x Avaya DECT toestel
Effectief vanaf
2021-06-07
Vervaldatum
2021-06-11

Eenmalige items (2)

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

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2021-06-08 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
2021-06-08 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
2021-06-08 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
2021-06-08 Opportunity Update Redacted Resource (redacted) Opportunity: None, 1x Avaya DECT toestelTotal Revenue=312 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=11-06-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-06-08 Opportunity Update Redacted Resource (redacted) Opportunity: None, 1x Avaya DECT toestelTotal Revenue=312 Probability=100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=11-06-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-06-08 Opportunity Update Redacted Resource (redacted) New Opportunity: None, 1x Avaya DECT toestelTotal Revenue=0 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=11-06-2021 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask 
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  "amount": 312.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-06-08T00:00:00.000Z",
  "companyID": 292,
  "contactID": 30683330,
  "cost": 0.0,
  "createDate": "2021-06-08T09:06:54.043Z",
  "creatorResourceID": 29682909,
  "description": "AKKOORD\nKlant is akkoord met de OB voor de levering van 1 extra DECT toestel.\nAkkoord is per mail gegeven, mail staat onder de juiste map in sharepoint.\nZie onderstaand voor de correcte afhandeling en gegevens welke geprogrammeerd dienen te worden:\n\nKlant wil graag een dect toestel bestellen voor collega Robert Stuiver.\n\n\nDit ook programmeren bij hem.\r\n\nBezorgadres:\r\nGeveke Werktuigbouw\r\nTav Robert Stuiver\r\nModem 14a\r\n7741 MJ COEVORDEN\r\nTEL: 0524 561662",
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  "lastActivity": "2021-06-08T12:29:54.390Z",
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  "ownerResourceID": 29682909,
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  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2021-06-11T00:00:00.000Z",
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  "title": "1x Avaya DECT toestel",
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