Autotask Toolkit

v 2.13.2 PROD

2x Jabra Headset 920 Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Geveke Werktuigbouw BV (1014BA51)
Aangemaakt
2021-10-05
Gesloten
2021-10-05

Beschrijving

AKKOORD Klant is akkoord met de bestelling van 2x Jabra Headset 920. De orderbevestiging en het akkoord staan onder de juiste mappen in de opportunity in Sharepoint. De headsets mogen worden opgestuurd naar Kabelweg 21 te Amsterdam. Klant heeft mij een mail gestuurd met daarin de opdracht voor het 2x bestellen van de Jabra headset 920. Orderbevestiging in orde maken en bestelling in gang zetten.

Primary quote

Naam
#796 — 2x Jabra Headset 920
Effectief vanaf
2021-10-04
Vervaldatum
2021-10-05

Eenmalige items (1)

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

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2021-10-05 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
2021-10-05 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
2021-10-05 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
2021-10-05 Opportunity Update Redacted Resource (redacted) Opportunity: None, 2x Jabra Headset 920 Total Revenue=518 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=05-10-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-10-05 Opportunity Update Redacted Resource (redacted) Opportunity: None, 2x Jabra Headset 920 Total Revenue=518 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=05-10-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-10-05 Opportunity Update Redacted Resource (redacted) New Opportunity: None, 2x Jabra Headset 920 Total Revenue=0 Probability=100% Sales Stage=Stage 3 Proposal Sent Projected Close Date=05-10-2021 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask
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  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-10-05T00:00:00.000Z",
  "companyID": 292,
  "contactID": 30683330,
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  "creatorResourceID": 29682909,
  "description": "AKKOORD\nKlant is akkoord met de bestelling van 2x Jabra Headset 920.\nDe orderbevestiging en het akkoord staan onder de juiste mappen in de opportunity in Sharepoint.\nDe headsets mogen worden opgestuurd naar Kabelweg 21 te Amsterdam.\n\nKlant heeft mij een mail gestuurd met daarin de opdracht voor het 2x bestellen van de Jabra headset 920.\n\nOrderbevestiging in orde maken en bestelling in gang zetten.",
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  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2021-10-05T00:00:00.000Z",
  "promisedFulfillmentDate": null,
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  "title": "2x Jabra Headset 920",
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