Autotask Toolkit

v 2.13.2 PROD

5x IP DECT 3745 Toestel Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Berco (5482TK36)
Aangemaakt
2021-09-30
Gesloten
2021-09-30

Beschrijving

AKKOORD Klant heeft een order gestuurd, dit is direct hun akkoord voor de bestelling. Order is terug te vinden onder de map getekende documenten in de opportunity in Sharepoint. Graag bevestiging sturen naar: purchase@berco.nl dat toestellen zijn opgestuurd. Klant heeft een order gestuurd voor de bestelling van 5 IP DECT 3745 toestellen.

Primary quote

Naam
#792 — 5x IP DECT 3745 Toestel
Effectief vanaf
2021-09-29
Vervaldatum
2021-09-30

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV.
Product 5

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2021-09-30 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
2021-09-30 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
2021-09-30 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
2021-09-30 Opportunity Update Redacted Resource (redacted) Opportunity: None, 5x IP DECT 3745 Toestel Total Revenue=2305 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
2021-09-30 Opportunity Update Redacted Resource (redacted) Opportunity: None, 5x IP DECT 3745 Toestel Total Revenue=2305 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
2021-09-30 Opportunity Update Redacted Resource (redacted) Opportunity: None, 5x IP DECT 3745 Toestel Total Revenue=2305 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=30-09-2021 Opportunity Owner=Boer, Thijs de Status=Active
2021-09-30 Opportunity Update Redacted Resource (redacted) New Opportunity: None, 5x IP DECT 3745 Toestel 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": 2305.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-09-30T00:00:00.000Z",
  "companyID": 965,
  "contactID": 30685176,
  "cost": 0.0,
  "createDate": "2021-09-30T12:40:27.087Z",
  "creatorResourceID": 29682909,
  "description": "AKKOORD\nKlant heeft een order gestuurd, dit is direct hun akkoord voor de bestelling.\nOrder is terug te vinden onder de map getekende documenten in de opportunity in Sharepoint.\nGraag bevestiging sturen naar: purchase@berco.nl dat toestellen zijn opgestuurd.\n\n\n\nKlant heeft een order gestuurd voor de bestelling van 5 IP DECT 3745 toestellen.",
  "helpNeeded": "",
  "id": 859,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-09-30T13:12:16.123Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 2305.0,
  "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": "2021-09-30T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "5x IP DECT 3745 Toestel",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}