Autotask Toolkit

v 2.13.2 PROD

TSV RMA Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Internationaal Theater Amsterdam (1017PT26)
Aangemaakt
2021-12-20
Gesloten
2022-01-03

Beschrijving

Voor het inregelen van Remote Access voor Service en Changes, hebben wij een RMA aangeboden en in opdracht gekregen. Deze opdracht heeft ook betrekking op ons ticketnummer T20211209.0014. Contactpersoon voor het uitvoeren is John Muller.

Primary quote

Naam
#854 — TPS RMA
Effectief vanaf
2021-12-19
Vervaldatum
2021-12-27

Eenmalige items (1)

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

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2022-01-03 General Frank Lunstroo 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 Frank Lunstroo
2022-01-03 General Frank Lunstroo 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 Frank Lunstroo
2022-01-03 General Frank Lunstroo 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 Frank Lunstroo
2022-01-03 Opportunity Update Frank Lunstroo Opportunity: None, TSV RMA Total Revenue=550 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=03-01-2022 Opportunity Owner=Lunstroo, Frank Status=Closed
2022-01-03 Opportunity Update Frank Lunstroo Opportunity: None, TSV RMA Total Revenue=550 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 27-12-2021 to 03-01-2022 Changed Opportunity Owner from Boer, Thijs de to Lunstroo, Frank Changed Status from Active to Closed
2021-12-20 Opportunity Update Redacted Resource (redacted) New Opportunity: None, TPS RMA Total Revenue=0 Probability=100% Sales Stage=Stage 3 Proposal Sent Projected Close Date=27-12-2021 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": 550.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-01-03T00:00:00.000Z",
  "companyID": 406,
  "contactID": 30683774,
  "cost": 0.0,
  "createDate": "2021-12-20T13:48:26.760Z",
  "creatorResourceID": 29682909,
  "description": "Voor het inregelen van Remote Access voor Service en Changes, hebben wij een RMA aangeboden en in opdracht gekregen.\n\nDeze opdracht heeft ook betrekking op ons ticketnummer T20211209.0014.\n\nContactpersoon voor het uitvoeren is John Muller.",
  "helpNeeded": "",
  "id": 943,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-01-03T10:34:22.383Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 550.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-01-03T00:00:00.000Z",
  "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": "2021-12-20T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "TSV RMA",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}