Autotask Toolkit

v 2.13.2 PROD

4x Dubbeloors headset Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Gezondheidscentrum Schalkwijk(2037XE13)
Aangemaakt
2021-11-15
Gesloten
2021-12-21

Beschrijving

AKKOORD Klant wilt graag een offerte ontvangen voor 4x dubbeloors headsets. INKOOP: Inkoop kan worden gedaan bij Businesscom via de artikelnummers in de offerte. Voor de headset voor de zekerheid onderstaand een link: https://www.businesscom.nl/shop/index.php?productId=920-29-508-101

Primary quote

Naam
#836 — 4x Dubbeloors headset
Effectief vanaf
2021-11-14
Vervaldatum
2021-11-22

Eenmalige items (2)

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

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2021-12-21 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
2021-12-21 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
2021-12-21 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
2021-12-21 Opportunity Update Redacted Resource (redacted) Opportunity: None, 4x Dubbeloors headset Total Revenue=800 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=21-12-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-12-21 Opportunity Update Redacted Resource (redacted) Opportunity: None, 4x Dubbeloors headset Total Revenue=800 Probability=100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Changed Projected Close Date from 22-11-2021 to 21-12-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-11-15 Opportunity Update Redacted Resource (redacted) Opportunity: None, 4x Dubbeloors headset Total Revenue=800 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=22-11-2021 Opportunity Owner=Boer, Thijs de Status=Active
2021-11-15 Opportunity Update Redacted Resource (redacted) New Opportunity: None, 4x Dubbeloors headset Total Revenue=0 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=22-11-2021 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": 800.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-12-21T00:00:00.000Z",
  "companyID": 925,
  "contactID": 30685512,
  "cost": 0.0,
  "createDate": "2021-11-15T13:11:54.957Z",
  "creatorResourceID": 29682909,
  "description": "AKKOORD\n\nKlant wilt graag een offerte ontvangen voor 4x dubbeloors headsets.\n\nINKOOP:\n\nInkoop kan worden gedaan bij Businesscom via de artikelnummers in de offerte.\nVoor de headset voor de zekerheid onderstaand een link:\n\nhttps://www.businesscom.nl/shop/index.php?productId=920-29-508-101",
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  "lossReasonDetail": "",
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  "monthlyRevenue": 0.0,
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  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2021-12-21T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "stage": 29682776,
  "startDate": "2021-11-15T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "4x Dubbeloors headset",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
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}