Autotask Toolkit

v 2.13.2 PROD

2x 3rd Party IP Endpoint licentie Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Dekker Tankopslag BV (2935AR66)
Aangemaakt
2021-09-24
Gesloten
2021-09-24

Beschrijving

AKKOORD Klant is akkoord met de offerte voor de installatie van 2 extra 3rd Party IP Endpoint licenties. Alle documenten staan onder de juiste mappen in sharepoint. Klant wilt graag een offerte ontvangen voor 2x een 3rd Party IP Endpoint licentie t.b.v. het aansluiten van 2 extra deurintercoms. Oscar heeft hier reeds een calculatie voor gemaakt.

Primary quote

Naam
#788 — 2x 3rd Party IP Endpoint licentie
Effectief vanaf
2021-09-23
Vervaldatum
2021-09-30

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
2021-09-24 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
2021-09-24 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
2021-09-24 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
2021-09-24 Opportunity Update Redacted Resource (redacted) Opportunity: None, 2x 3rd Party IP Endpoint licentie Total Revenue=440 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=30-09-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-09-24 Opportunity Update Redacted Resource (redacted) Opportunity: None, 2x 3rd Party IP Endpoint licentie Total Revenue=440 Probability=100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=30-09-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-09-24 Opportunity Update Redacted Resource (redacted) New Opportunity: None, 2x 3rd Party IP Endpoint licentie Total Revenue=0 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=30-09-2021 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": 440.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-09-24T00:00:00.000Z",
  "companyID": 249,
  "contactID": 30684835,
  "cost": 0.0,
  "createDate": "2021-09-24T05:54:22.947Z",
  "creatorResourceID": 29682909,
  "description": "AKKOORD\nKlant is akkoord met de offerte voor de installatie van 2 extra 3rd Party IP Endpoint licenties.\nAlle documenten staan onder de juiste mappen in sharepoint.\n\nKlant wilt graag een offerte ontvangen voor 2x een 3rd Party IP Endpoint licentie t.b.v. het aansluiten van 2 extra deurintercoms.\nOscar heeft hier reeds een calculatie voor gemaakt.",
  "helpNeeded": "",
  "id": 856,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-09-24T12:42:44.273Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 440.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2021-09-30T00:00:00.000Z",
  "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": "2021-09-24T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "2x 3rd Party IP Endpoint licentie",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}