Autotask Toolkit

v 2.13.2 PROD

4x Avaya IP DECT toestel 3745 + 3x Bureaulader Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Berco (5482TK36)
Aangemaakt
2021-11-16
Gesloten
2021-11-16

Beschrijving

Akkoord De order staat in sharepoint onder het opportunity nummer in de map ''getekende documenten'' Klant heeft een order gestuurd met de opdracht om deze toestellen te bestellen en te leveren. 4x Avaya 3745 DECT Toestel 3x Avaya 374x Bureaulader

Primary quote

Naam
#838 — 4x Avaya IP DECT toestel 3745 + 3x Bureaulader
Effectief vanaf
2021-11-15
Vervaldatum
2021-11-16

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 (6)

Datum Action type Assigned to Onderwerp / inhoud
2021-11-16 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
2021-11-16 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
2021-11-16 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
2021-11-16 Opportunity Update Redacted Resource (redacted) Opportunity: None, 4x Avaya IP DECT toestel 3745 + 3x Bureaulader Total Revenue=2042 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=16-11-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-11-16 Opportunity Update Redacted Resource (redacted) Opportunity: None, 4x Avaya IP DECT toestel 3745 + 3x Bureaulader Total Revenue=2042 Probability=100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=16-11-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-11-16 Opportunity Update Redacted Resource (redacted) New Opportunity: None, 4x Avaya IP DECT toestel 3745 + 3x Bureaulader Total Revenue=0 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=16-11-2021 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": 2041.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-11-16T00:00:00.000Z",
  "companyID": 965,
  "contactID": 30685176,
  "cost": 0.0,
  "createDate": "2021-11-16T12:58:38.190Z",
  "creatorResourceID": 29682909,
  "description": "Akkoord\n\nDe order staat in sharepoint onder het opportunity nummer in de map ''getekende documenten''\n\nKlant heeft een order gestuurd met de opdracht om deze toestellen te bestellen en te leveren.\n\n4x Avaya 3745 DECT Toestel\n3x Avaya 374x Bureaulader",
  "helpNeeded": "",
  "id": 916,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-11-16T13:00:13.280Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 2041.5,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2021-11-16T00:00:00.000Z",
  "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": "2021-11-16T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "4x Avaya IP DECT toestel 3745 + 3x Bureaulader",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}