Autotask Toolkit

v 2.13.2 PROD

5x DECT Handset 3745 + 5x Bureaulader Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Berco (5482TK36)
Aangemaakt
2021-10-28
Gesloten
2021-10-28

Beschrijving

AKKOORD Klant heeft een purchase-order gestuurd voor de levering van 5 DECT handsets + 5 Bureauladers. De order vanuit de klant en de offerte taan in de opportunity map in Sharepoint. Spullen kunnen worden ingekocht bij Westcon. BELANGRIJK: Graag na bestelling hiervan een bevestiging sturen naar: purchase@berco.nl

Primary quote

Naam
#821 — 5x DECT Handset 3745 + 5x Bureaulader
Effectief vanaf
2021-10-27
Vervaldatum
2021-10-28

Eenmalige items (3)

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

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2021-10-28 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
2021-10-28 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
2021-10-28 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
2021-10-28 Opportunity Update Redacted Resource (redacted) Opportunity: None, 5x DECT Handset 3745 + 5x Bureaulader Total Revenue=2622 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=28-10-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-10-28 Opportunity Update Redacted Resource (redacted) Opportunity: None, 5x DECT Handset 3745 + 5x Bureaulader Total Revenue=2622 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=28-10-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-10-28 Opportunity Update Redacted Resource (redacted) New Opportunity: None, 5x DECT Handset 3745 + 5x Bureaulader Total Revenue=0 Probability=100% Sales Stage=Stage 3 Proposal Sent Projected Close Date=28-10-2021 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask 
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  "closedDate": "2021-10-28T00:00:00.000Z",
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  "projectedCloseDate": "2021-10-28T00:00:00.000Z",
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  "title": "5x DECT Handset 3745 + 5x Bureaulader",
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