Autotask Toolkit

v 2.21.0 PROD

Professional services faciliteren leensysteem i.v.m. brandschade Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Schunk Xycarb Technology BV (5705CS10)
Aangemaakt
2021-09-20
Gesloten
2021-09-24

Beschrijving

Faciliteren leensysteem i.v.m. brandschade T20210919.0001 De getekende orderbevestiging staat in de opportunity. Als het ticket afgerond is, dan kunnen alle eenmalige en maandelijkse kosten doorbelast worden op basis van deze orderbevestiging.

Primary quote

Naam
#786 — Professional services faciliteren leensysteem i.v.m. brandschade
Effectief vanaf
2021-09-19
Vervaldatum
2021-10-20

Maandelijkse items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Vastnet
Voice Routing T-Mobile 		Product 1 € 25,00 € 25,00
2 Professional Services
Huur telefonie leensysteem 		Product 1 € 50,00 € 50,00
Subtotaal € 75,00

Eenmalige items (1)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Telefonie
Leen systeem (IPO) eenmalige kosten voor het gereed maken en beschikbaar stellen inclusief eenmalige Voice Routing kosten bij T-Mobile. 		Product 1 € 750,00 € 750,00
Subtotaal € 750,00
Totaal offerte (excl. BTW) € 825,00
  • Autotask kent geen looptijd op een offerte. Of het maandelijkse subtotaal een bedrag per maand is of de waarde over de hele looptijd, hangt af van hoe Aantal is ingevuld — de toolkit kan dat niet afleiden.

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2021-09-24 General Frank Lunstroo 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 Frank Lunstroo
2021-09-24 Opportunity Update Frank Lunstroo Opportunity: None, Professional services faciliteren leensysteem i.v.m. brandschade Total Revenue=825 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=20-09-2021 Opportunity Owner=Lunstroo, Frank Status=Closed
2021-09-24 General Frank Lunstroo 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 Frank Lunstroo
2021-09-24 General Frank Lunstroo 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 Frank Lunstroo
2021-09-24 Opportunity Update Frank Lunstroo Opportunity: None, Professional services faciliteren leensysteem i.v.m. brandschade Total Revenue=825 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 27-09-2021 to 20-09-2021 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2021-09-20 Opportunity Update Frank Lunstroo New Opportunity: None, Professional services faciliteren leensysteem i.v.m. brandschade Total Revenue=0 Probability=25% Sales Stage=Stage 3 Proposal Sent Projected Close Date=27-09-2021 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 825.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-09-24T00:00:00.000Z",
  "companyID": 466,
  "contactID": 30684049,
  "cost": 0.0,
  "createDate": "2021-09-20T08:56:45.467Z",
  "creatorResourceID": 29682902,
  "description": "Faciliteren leensysteem i.v.m. brandschade T20210919.0001\n\nDe getekende orderbevestiging staat in de opportunity.\n\nAls het ticket afgerond is, dan kunnen alle eenmalige en maandelijkse kosten doorbelast worden op basis van deze orderbevestiging.",
  "helpNeeded": "",
  "id": 852,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-09-24T13:54:37.833Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 75.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 750.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2021-09-20T00:00:00.000Z",
  "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": "2021-09-20T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Professional services faciliteren leensysteem i.v.m. brandschade",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}