Autotask Toolkit

v 2.13.2 PROD

Avaya IPO Power User licenties (10x) Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Warmteservice Groep B.V. (1051CG43)
Aangemaakt
2022-01-19
Gesloten
2022-01-24

Beschrijving

Wij hebben de opdracht ontvangen voor het uitbreiden met 10 Power User licenties, zodat er gebruik gemaakt kan worden van de softphones. Inkoop: Offerte bij Westcon opgevraagd o.b.v. de ENL quote die Oscar heeft gemaakt. Zodra offerte er is, dan zal ik die in de map Inkoop plaatsen zodat de licenties besteld kunnen worden. Werkzaamheden: Er is 1 uur remote engineer verkocht voor het inladen van de licenties Facturatie: 100% na levering Service supplement: Licenties worden als supplement toegevoegd aan de bestaande serviceovereenkomst. Graag na levering Jessica informeren om het supplement en de facturatie daarvan te verzorgen.

Primary quote

Naam
#876 — Avaya IPO Power User licenties (10x)
Effectief vanaf
2022-01-18
Vervaldatum
2022-02-19

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Professional Services
Activeren en programmeren licenties 		Product 1
2 Telefonie
Avaya IPO Power User licentie (396316) 		Product 10

Overig periodiek (1)

# Artikel of dienst Item type Aantal
1 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 4

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2022-01-24 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
2022-01-24 Opportunity Update Frank Lunstroo Opportunity: None, Avaya IPO Power User licenties (10x) Total Revenue=1911 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=21-01-2022 Opportunity Owner=Lunstroo, Frank Status=Closed
2022-01-24 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
2022-01-24 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
2022-01-24 Opportunity Update Frank Lunstroo Opportunity: None, Avaya IPO Power User licenties (10x) Total Revenue=1911 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Changed Projected Close Date from 25-01-2022 to 21-01-2022 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2022-01-24 Opportunity Update Frank Lunstroo Opportunity: None, Avaya IPO Power User licenties (10x) Total Revenue=1911 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=25-01-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-01-19 Opportunity Update Frank Lunstroo New Opportunity: None, Avaya IPO Power User licenties (10x) Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=25-01-2022 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1911.33,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-01-24T00:00:00.000Z",
  "companyID": 460,
  "contactID": 30684024,
  "cost": 0.0,
  "createDate": "2022-01-19T14:56:42.767Z",
  "creatorResourceID": 29682902,
  "description": "Wij hebben de opdracht ontvangen voor het uitbreiden met 10 Power User licenties, zodat er gebruik gemaakt kan worden van de softphones.\n\nInkoop:\nOfferte bij Westcon opgevraagd o.b.v. de ENL quote die Oscar heeft gemaakt. Zodra offerte er is, dan zal ik die in de map Inkoop plaatsen zodat de licenties besteld kunnen worden.\n\nWerkzaamheden:\nEr is 1 uur remote engineer verkocht voor het inladen van de licenties\n\nFacturatie:\n100% na levering\n\nService supplement:\nLicenties worden als supplement toegevoegd aan de bestaande serviceovereenkomst. Graag na levering Jessica informeren om het supplement en de facturatie daarvan te verzorgen.",
  "helpNeeded": "",
  "id": 961,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-01-24T20:59:43.677Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 1815.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-01-21T00:00:00.000Z",
  "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": "Avaya IPO Power User licenties (10x)",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 1156.0
}