Autotask Toolkit

v 2.13.2 PROD

Extra UCC standard user TSV Cloud Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Welzijn Stichtse Vecht (3601EX51)
Aangemaakt
2021-09-07
Gesloten
2021-09-07

Beschrijving

AKKOORD Klant heeft akkoord gegeven op het toevoegen van een extra UCC standard user licentie. De getekende offerte staat onder de juiste map in Sharepoint. Voor inkoop volgt nog een CPQ, deze wordt gemaakt door Jeroen. Zodra ik deze heb, voeg ik hem toe onder de map 'inkoop'. Klant wilt graag een extra UCC standard user toevoegen aan hun nog te installeren TSV Cloud systeem. OB sturen ter akkoord naar de klant. Jeroen maakt de CPQ aan waarmee de licentie kan worden besteld.

Primary quote

Naam
#776 — Extra UCC standard user TSV Cloud
Effectief vanaf
2021-09-06
Vervaldatum
2021-09-10

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV.
Product 60

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2021-09-07 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; flunstroo@tsv-groep.nl Initiated by Thijs de Boer
2021-09-07 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
2021-09-07 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
2021-09-07 Opportunity Update Redacted Resource (redacted) Opportunity: None, Extra UCC standard user TSV Cloud Total Revenue=630 Probability=90% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=10-09-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-09-07 Opportunity Update Redacted Resource (redacted) Opportunity: None, Extra UCC standard user TSV Cloud Total Revenue=630 Probability=90% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=10-09-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-09-07 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Extra UCC standard user TSV Cloud Total Revenue=0 Probability=90% Sales Stage=Stage 2 Qualification Projected Close Date=10-09-2021 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask
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  "advancedField3": 0.0,
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  "advancedField5": 0.0,
  "amount": 630.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-09-07T00:00:00.000Z",
  "companyID": 461,
  "contactID": 30685440,
  "cost": 0.0,
  "createDate": "2021-09-07T11:52:17.573Z",
  "creatorResourceID": 29682909,
  "description": "AKKOORD\nKlant heeft akkoord gegeven op het toevoegen van een extra UCC standard user licentie.\nDe getekende offerte staat onder de juiste map in Sharepoint.\nVoor inkoop volgt nog een CPQ, deze wordt gemaakt door Jeroen.\nZodra ik deze heb, voeg ik hem toe onder de map 'inkoop'.\n\nKlant wilt graag een extra UCC standard user toevoegen aan hun nog te installeren TSV Cloud systeem.\n\nOB sturen ter akkoord naar de klant.\n\nJeroen maakt de CPQ aan waarmee de licentie kan worden besteld.",
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  "lastActivity": "2021-09-07T13:27:42.990Z",
  "leadSource": null,
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  "lossReasonDetail": "",
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  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 630.0,
  "nextStep": "",
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  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 90,
  "productID": 2,
  "projectedCloseDate": "2021-09-10T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
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  "stage": 29682776,
  "startDate": "2021-09-07T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Extra UCC standard user TSV Cloud",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
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}