Autotask Toolkit

v 2.13.2 PROD

Dekker - Aanvraag aansluiten extra toestel Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Dekker Tankopslag BV (2935AR66)
Aangemaakt
2022-01-17
Gesloten
2022-01-17

Beschrijving

AKKOORD Klant is akkoord met de offerte voor de installatie van 1 extra 3rd Party IP Endpoint licentie t.b.v. Grandstream Alle documenten staan onder de juiste mappen in sharepoint. Klant wil een extra toestel aansluiten. Hiervoor is een 3rd Party IP Endpoint licentie benodigd.

Primary quote

Naam
#874 — Dekker - Aanvraag aansluiten extra toestel
Effectief vanaf
2022-01-16
Vervaldatum
2022-02-17

Uitbreiding 3rd Party IP Endpoint licentie voor aansluiten toestel

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
3rd Party IP Endpoint licentie 		Product 1
2 Engineer [project]
Inbedrijf stellen toestel Engineer rol voor werkzaamheden op een project 		Labor 1

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2022-01-17 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
2022-01-17 Opportunity Update Jeroen Waldram Opportunity: None, Dekker - Aanvraag aansluiten extra toestel Total Revenue=247 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=17-01-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-01-17 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
2022-01-17 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
2022-01-17 Opportunity Update Jeroen Waldram Opportunity: None, Dekker - Aanvraag aansluiten extra toestel Total Revenue=247 Changed Probability from 50% to 100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Changed Projected Close Date from 24-01-2022 to 17-01-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-01-17 Opportunity Update Jeroen Waldram New Opportunity: None, Dekker - Aanvraag aansluiten extra toestel Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=24-01-2022 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 247.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-01-17T00:00:00.000Z",
  "companyID": 249,
  "contactID": 30684835,
  "cost": 0.0,
  "createDate": "2022-01-17T08:37:48.643Z",
  "creatorResourceID": 29682918,
  "description": "AKKOORD\nKlant is akkoord met de offerte voor de installatie van 1 extra 3rd Party IP Endpoint licentie  t.b.v. Grandstream \nAlle documenten staan onder de juiste mappen in sharepoint.\n\nKlant wil een extra toestel aansluiten. Hiervoor is een 3rd Party IP Endpoint licentie benodigd.",
  "helpNeeded": "",
  "id": 959,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-01-17T13:11:22.743Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 247.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-01-17T00:00:00.000Z",
  "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": "2022-01-17T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Dekker - Aanvraag aansluiten extra toestel",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}