Autotask Toolkit

v 2.13.2 PROD

10x IP Endpoint licentie Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Warmteservice Groep B.V. (1051CG43)
Aangemaakt
2021-10-14
Gesloten
2021-10-14

Beschrijving

AKKOORD Klant is akkoord met de offerte voor de levering en installatie van 10 extra Avaya IP Endpoint licenties. Alle documenten staan in de opportunity map op sharepoint. Klant wilt een offerte voor 10x IP Endpoint licentie

Primary quote

Naam
#807 — 10x IP Endpoint licentie
Effectief vanaf
2021-10-13
Vervaldatum
2021-10-21

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 10

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2021-10-14 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
2021-10-14 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
2021-10-14 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
2021-10-14 Opportunity Update Redacted Resource (redacted) Opportunity: None, 10x IP Endpoint licentie Total Revenue=815 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=21-10-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-10-14 Opportunity Update Redacted Resource (redacted) Opportunity: None, 10x IP Endpoint licentie Total Revenue=815 Probability=100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=21-10-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-10-14 Opportunity Update Redacted Resource (redacted) New Opportunity: None, 10x IP Endpoint licentie Total Revenue=0 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=21-10-2021 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 815.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-10-14T00:00:00.000Z",
  "companyID": 460,
  "contactID": 30684024,
  "cost": 0.0,
  "createDate": "2021-10-14T13:29:31.880Z",
  "creatorResourceID": 29682909,
  "description": "AKKOORD\nKlant is akkoord met de offerte voor de levering en installatie van 10 extra  Avaya IP Endpoint licenties.\nAlle documenten staan in de opportunity map op sharepoint.\n\nKlant wilt een offerte voor 10x IP Endpoint licentie",
  "helpNeeded": "",
  "id": 884,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-10-14T16:17:37.687Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 815.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2021-10-21T00:00:00.000Z",
  "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": "2021-10-14T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "10x IP Endpoint licentie",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}