Autotask Toolkit

v 2.13.2 PROD

Upgrade naar R11 Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Dekker Tankopslag BV (2935AR66)
Aangemaakt
2021-11-18
Gesloten
2021-11-22

Beschrijving

AKKOORD Klant is akkoord met de upgrade voor de IP Office op beide locaties. Graag op verzoek van de klant de facturatie verdelen op 2 locaties: Maastank BV - € 644 Dekker Tankopslag BV. - € 644 De werkzaamheden i.s.s. met Oscar Hartman inplannen op een zaterdag. Klant wilt graag een offerte ontvangen voor het upgraden van hun IP Office naar R11. De werkzaamheden hiervoor moeten worden uitgevoerd op een zaterdag. Graag ontvang ik hiervoor een calculatie.

Primary quote

Naam
#841 — Upgrade naar R11
Effectief vanaf
2021-11-17
Vervaldatum
2021-11-25

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 6
2 Professional Services
Deze klant neemt 'PS diensten' af van TSV. 		Product 1

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2021-11-22 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade naar R11 Total Revenue=1288 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=25-11-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-11-22 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
2021-11-22 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
2021-11-22 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
2021-11-22 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade naar R11 Total Revenue=1288 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=25-11-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-11-22 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade naar R11 Total Revenue=1288 Probability=100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=25-11-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-11-18 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Upgrade naar R11 Total Revenue=0 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=25-11-2021 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": 1288.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-11-22T00:00:00.000Z",
  "companyID": 249,
  "contactID": 30684835,
  "cost": 0.0,
  "createDate": "2021-11-18T09:51:11.457Z",
  "creatorResourceID": 29682909,
  "description": "AKKOORD\n\nKlant is akkoord met de upgrade voor de IP Office op beide locaties.\nGraag op verzoek van de klant de facturatie verdelen op 2 locaties:\nMaastank BV - € 644\nDekker Tankopslag BV.  - € 644 \nDe werkzaamheden i.s.s. met Oscar Hartman inplannen op een zaterdag.\n\n\nKlant wilt graag een offerte ontvangen voor het upgraden van hun IP Office naar R11.\nDe werkzaamheden hiervoor moeten worden uitgevoerd op een zaterdag.\n\nGraag ontvang ik hiervoor een calculatie.",
  "helpNeeded": "",
  "id": 919,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-11-22T08:58:47.863Z",
  "leadSource": null,
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  "lossReasonDetail": "",
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  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
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  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2021-11-25T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
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  "stage": 29682776,
  "startDate": "2021-11-18T00:00:00.000Z",
  "status": 4,
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  "throughDate": null,
  "title": "Upgrade naar R11",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
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}