Autotask Toolkit

v 2.13.2 PROD

Support ondersteuning dagelijks beheer Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Ayvens (1114AN30)
Aangemaakt
2022-04-01
Gesloten
2022-04-04

Beschrijving

In de week van 18-4 t/m 22-4 heeft LeasePlan ondersteuning nodig voor het dagelijks beheer. Hiervoor alloceren wij 4 uur per dag remote van dinsdag t/m vrijdag (maandag is 2e Paasdag).

Primary quote

Naam
#943 — Support ondersteuning dagelijks beheer
Effectief vanaf
2022-03-31
Vervaldatum
2022-05-01

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [project]
16 uur arbeid voor alloceren resources voor dagelijks beheer ondersteuning voor vier dagen
Labor 16

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2022-04-04 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
2022-04-04 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
2022-04-04 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
2022-04-04 Opportunity Update Frank Lunstroo Opportunity: None, Support ondersteuning dagelijks beheer Total Revenue=1840 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=04-04-2022 Opportunity Owner=Lunstroo, Frank Status=Closed
2022-04-04 Opportunity Update Frank Lunstroo Opportunity: None, Support ondersteuning dagelijks beheer Total Revenue=1840 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=04-04-2022 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2022-04-01 Opportunity Update Frank Lunstroo New Opportunity: None, Support ondersteuning dagelijks beheer Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=04-04-2022 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": 1840.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-04-04T00:00:00.000Z",
  "companyID": 347,
  "contactID": 30685369,
  "cost": 0.0,
  "createDate": "2022-04-01T12:38:22.973Z",
  "creatorResourceID": 29682902,
  "description": "In de week van 18-4 t/m 22-4 heeft LeasePlan ondersteuning nodig voor het dagelijks beheer.\n\nHiervoor alloceren wij 4 uur per dag remote van dinsdag t/m vrijdag (maandag is 2e Paasdag).",
  "helpNeeded": "",
  "id": 1027,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-04-04T12:34:23.233Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 1840.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-04-04T00:00:00.000Z",
  "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": "2022-04-01T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Support ondersteuning dagelijks beheer",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}