Autotask Toolkit

v 2.13.2 PROD

2x Avaya IP DECT toestel 3745 + 1x Bureaulader Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Berco (5482TK36)
Aangemaakt
2022-01-19
Gesloten
–

Beschrijving

Akkoord De order staat in sharepoint onder het opportunity nummer in de map ''getekende documenten'' Klant heeft een order gestuurd met de opdracht om deze toestellen te bestellen en te leveren. 2x Avaya 3745 DECT Toestel (700510284) 1x Avaya 374x Bureaulader (700479470) 1x Order- en administratiekosten Facturatie: 100% na levering - let op! wel hun bestelbonnummer vermelden op de factuur: 132122/1

Primary quote

Naam
#875 — 2x Avaya IP DECT toestel 3745 + 1x Bureaulader
Effectief vanaf
2022-01-18
Vervaldatum
2022-02-19

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Professional Services
Order- en administratiekosten 		Product 1
2 Telefonie
Avaya 3745 DECT toestel (700510284) 		Product 2
3 Telefonie
Avaya 374x bureaulader (700479470) 		Product 1

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2022-01-19 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
2022-01-19 Opportunity Update Frank Lunstroo Opportunity: None, 2x Avaya IP DECT toestel 3745 + 1x Bureaulader Total Revenue=1000 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=19-01-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-01-19 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
2022-01-19 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
2022-01-19 Opportunity Update Frank Lunstroo Opportunity: None, 2x Avaya IP DECT toestel 3745 + 1x Bureaulader Total Revenue=1000 Probability=100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Changed Projected Close Date from 21-01-2022 to 19-01-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-01-19 Opportunity Update Frank Lunstroo New Opportunity: None, 2x Avaya IP DECT toestel 3745 + 1x Bureaulader Total Revenue=0 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=21-01-2022 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask 
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 999.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 965,
  "contactID": 30685176,
  "cost": 0.0,
  "createDate": "2022-01-19T11:11:26.540Z",
  "creatorResourceID": 29682902,
  "description": "Akkoord\n\nDe order staat in sharepoint onder het opportunity nummer in de map ''getekende documenten''\n\nKlant heeft een order gestuurd met de opdracht om deze toestellen te bestellen en te leveren.\n2x Avaya 3745 DECT Toestel (700510284)\n1x Avaya 374x Bureaulader (700479470)\n1x Order- en administratiekosten\n\nFacturatie:\n100% na levering - let op! wel hun bestelbonnummer vermelden op de factuur: 132122/1",
  "helpNeeded": "",
  "id": 960,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-01-19T13:31:08.400Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 999.5,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-01-19T00:00:00.000Z",
  "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": "2022-01-19T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "2x Avaya IP DECT toestel 3745 + 1x Bureaulader",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}