Autotask Toolkit

v 2.13.2 PROD

1x profiel Receptie toevoegen Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
CG Drives & Automation Netherlands B.V. (5541SK15)
Aangemaakt
2021-12-07
Gesloten
2022-05-05

Beschrijving

Akkoord ontvangen voor 1x basis gebruiker licentie artikel TCC0112 Verkoopbedrag 7,- per maand. Geen inkoop benodigd. Licentie staat al op het systeem, gaat alleen om activeren facturatie artikel. Emotron heeft 11 licenties op het systeem waarvan 3 pas in gebruik. Documenten staan in de mappen. Klant wilt graag een extra balietoestel toevoegen aan het systeem. Klant werkt via TSV Cloud (o.b.v. IP Office). Graag ontvang ik de prijs per maand voor het profiel dat bij de vraag van de klant past.

Primary quote

Naam
#898 — 1x profiel Receptie toevoegen
Effectief vanaf
2022-02-22
Vervaldatum
2022-03-23

Levering 1x Avaya IP endpoint licentie - deze staat al op het systeem en moet alleen geactiveerd worden. Geen inkoop benodigd.

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Telefonie
1x basis licentie artikel TCC0112
Product 51

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2022-05-05 General Jeroen Waldram 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 Jeroen Waldram
2022-05-05 Opportunity Update Jeroen Waldram Opportunity: None, 1x profiel Receptie toevoegen Total Revenue=357 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=05-05-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-05-05 General Jeroen Waldram 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 Jeroen Waldram
2022-05-05 General Jeroen Waldram 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 Jeroen Waldram
2022-05-05 Opportunity Update Jeroen Waldram Opportunity: None, 1x profiel Receptie toevoegen Total Revenue=357 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 25-05-2022 to 05-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-05-04 Opportunity Update Jeroen Waldram Opportunity: None, 1x profiel Receptie toevoegen Total Revenue=357 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 15-03-2022 to 25-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-03-08 Opportunity Update Jeroen Waldram Opportunity: None, 1x profiel Receptie toevoegen Total Revenue=357 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 01-03-2022 to 15-03-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-02-23 Opportunity Update Jeroen Waldram Opportunity: None, 1x profiel Receptie toevoegen Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=01-03-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-02-22 Opportunity Update Jeroen Waldram Opportunity: None, 1x profiel Receptie toevoegen Total Revenue=0 Changed Probability from 100% to 50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 14-12-2021 to 01-03-2022 Changed Opportunity Owner from Boer, Thijs de to Waldram, Jeroen Status=Active
2021-12-07 Opportunity Update Redacted Resource (redacted) New Opportunity: None, 1x profiel Receptie toevoegen Total Revenue=0 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=14-12-2021 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": 357.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-05-05T00:00:00.000Z",
  "companyID": 937,
  "contactID": 30685544,
  "cost": 0.0,
  "createDate": "2021-12-07T10:54:30.813Z",
  "creatorResourceID": 29682909,
  "description": "Akkoord ontvangen voor 1x basis gebruiker licentie artikel TCC0112\nVerkoopbedrag 7,- per maand.\nGeen inkoop benodigd. Licentie staat al op het systeem, gaat alleen om activeren facturatie artikel. \nEmotron heeft 11 licenties op het systeem waarvan 3 pas in gebruik. \nDocumenten staan in de mappen.\n\n\nKlant wilt graag een extra balietoestel toevoegen aan het systeem.\nKlant werkt via TSV Cloud (o.b.v. IP Office).\n\nGraag ontvang ik de prijs per maand voor het profiel dat bij de vraag van de klant past.",
  "helpNeeded": "",
  "id": 932,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-05-05T08:00:51.453Z",
  "leadSource": null,
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  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 357.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 0.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-05-05T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "revenueSpreadUnit": "",
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  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682776,
  "startDate": "2021-12-07T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "1x profiel Receptie toevoegen",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
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}