Autotask Toolkit

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Avaya DECT R4 zender Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Koopman International BV (1031HH88)
Aangemaakt
2022-01-26
Gesloten
2022-01-28

Beschrijving

Wij hebben de opdracht ontvangen voor het leveren van een DECT R4 zender t.b.v. de spare voorraad van Koopman. In de verkoopprijs zitten onze order- en administratiekosten verwerkt aangezien Koopman in de samenwerking heeft aangegeven dit soort kosten niet te willen zien. Prijs is als volgt samengesteld: DECT zender 1.256,- minus 25% korting = 942,- + 18,- order- administratiekosten = 960,- De zender mag verstuurd worden naar het hoofdkantoor t.a.v. Marco Stam.

Primary quote

Naam
#881 — Avaya DECT R4 zender
Effectief vanaf
2022-01-25
Vervaldatum
2022-02-26

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Telefonie
Avaya DECT IP Radio Base Station (RBS) V4 (700515208)
Product 1

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2022-01-28 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
2022-01-28 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
2022-01-28 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
2022-01-28 Opportunity Update Frank Lunstroo Opportunity: None, Avaya DECT R4 zender Total Revenue=960 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=27-01-2022 Opportunity Owner=Lunstroo, Frank Status=Closed
2022-01-28 Opportunity Update Frank Lunstroo Opportunity: None, Avaya DECT R4 zender Total Revenue=960 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=27-01-2022 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2022-01-28 Opportunity Update Frank Lunstroo Opportunity: None, Avaya DECT R4 zender Total Revenue=960 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Changed Projected Close Date from 31-01-2022 to 27-01-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-01-26 Opportunity Update Frank Lunstroo New Opportunity: None, Avaya DECT R4 zender Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=31-01-2022 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": 960.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-01-28T00:00:00.000Z",
  "companyID": 340,
  "contactID": 30683534,
  "cost": 0.0,
  "createDate": "2022-01-26T12:00:34.817Z",
  "creatorResourceID": 29682902,
  "description": "Wij hebben de opdracht ontvangen voor het leveren van een DECT R4 zender t.b.v. de spare voorraad van Koopman.\n\nIn de verkoopprijs zitten onze order- en administratiekosten verwerkt aangezien Koopman in de samenwerking heeft aangegeven dit soort kosten niet te willen zien.\n\nPrijs is als volgt samengesteld:\nDECT zender 1.256,- minus 25% korting = 942,- + 18,- order- administratiekosten = 960,-\n\nDe zender mag verstuurd worden naar het hoofdkantoor t.a.v. Marco Stam.",
  "helpNeeded": "",
  "id": 967,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-01-28T11:07:18.400Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 960.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-01-27T00:00:00.000Z",
  "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": "2022-01-26T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Avaya DECT R4 zender",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}