Autotask Toolkit

v 2.13.2 PROD

1x Extra thuiswerker Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
ChemShip (2908LJ65)
Aangemaakt
2021-11-25
Gesloten
2021-11-25

Beschrijving

Klant wilt graag een nieuwe thuiswerker toevoegen. Hiervoor zal ik een offerte uitwerken. In de offerte zal ik dan het volgende opnemen: - 1x PowerUser licentie t.b.v. IX Workplace (Oscar moet nog ENL Quote maken) - 1 uur engineer TSV t.b.v. inladen licentie + installeren IX Workplace - 1x Headset (artikelnummer zie offerte, inkoop Businesscom)

Primary quote

Naam
#843 — 1x Extra thuiswerker
Effectief vanaf
2021-11-24
Vervaldatum
2021-11-30

Eenmalige items (3)

# 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 1
3 Professional Services
Deze klant neemt 'PS diensten' af van TSV. 		Product 1

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2021-11-25 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
2021-11-25 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
2021-11-25 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
2021-11-25 Opportunity Update Redacted Resource (redacted) Opportunity: None, 1x Extra thuiswerker Total Revenue=504 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=30-11-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-11-25 Opportunity Update Redacted Resource (redacted) Opportunity: None, 1x Extra thuiswerker Total Revenue=504 Probability=100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=30-11-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-11-25 Opportunity Update Redacted Resource (redacted) New Opportunity: None, 1x Extra thuiswerker Total Revenue=0 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=30-11-2021 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": 504.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-11-25T00:00:00.000Z",
  "companyID": 876,
  "contactID": 30684937,
  "cost": 0.0,
  "createDate": "2021-11-25T08:27:08.017Z",
  "creatorResourceID": 29682909,
  "description": "Klant wilt graag een nieuwe thuiswerker toevoegen.\nHiervoor zal ik een offerte uitwerken.\nIn de offerte zal ik dan het volgende opnemen:\n\n-\t1x PowerUser licentie t.b.v. IX Workplace (Oscar moet nog ENL Quote maken)\n-\t1 uur engineer TSV t.b.v. inladen licentie + installeren IX Workplace\n-\t1x Headset (artikelnummer zie offerte, inkoop Businesscom)",
  "helpNeeded": "",
  "id": 924,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-11-25T12:58:23.597Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 504.5,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2021-11-30T00:00:00.000Z",
  "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": "2021-11-25T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "1x Extra thuiswerker",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}