Autotask Toolkit

v 2.13.2 PROD

ZGA Opwaarderen strippenkaart Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Stichting Zorggroep Almere (1316BN22-01)
Aangemaakt
2022-04-26
Gesloten
2022-05-02

Beschrijving

Akkoord voorstel ontvangen voor uitbreiding uren op strippenkaart. Getekend document staat in de map. Betreft verhoging met 103 uur. Van: TPS Support Verzonden: dinsdag 26 april 2022 10:43 Aan: Jessica Veraar <jveraar@tsv-groep.nl>; Frank Lunstroo <flunstroo@tsv-groep.nl>; Antoine van den Hout (archief) <avandenhout@tsv-groep.nl> Onderwerp: Strippenkaart saldo te laag! ************************************************************************** Saldo van de strippenkaart is TE LAAG - Als niet wordt ingegrepen stopt de dienstverlening ************************************************************************** Klantnaam: Stichting Zorggroep Almere (1316BN22-01) Contract: Stichting Zorggroep Almere (1316BN22-01) - 7x4 (STRIP) Account manager: Jeroen Waldram Huidig Saldo: € 91,15 Dit is de tweede waarschuwing. Als het saldo niet wordt aangevuld zal de dienstverlening stoppen!

Primary quote

Naam
#954 — ZGA Opwaarderen strippenkaart
Effectief vanaf
2022-04-25
Vervaldatum
2022-05-26

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Professional Services
Deze klant neemt 'PS diensten' af van TSV.
Product 100

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2022-05-02 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
2022-05-02 Opportunity Update Jeroen Waldram Opportunity: None, ZGA Opwaarderen strippenkaart Total Revenue=10000 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=02-05-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-05-02 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
2022-05-02 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
2022-05-02 Opportunity Update Jeroen Waldram Opportunity: None, ZGA Opwaarderen strippenkaart Total Revenue=10000 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 19-05-2022 to 02-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-04-29 Opportunity Update Jeroen Waldram Opportunity: None, ZGA Opwaarderen strippenkaart Total Revenue=10000 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=19-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-04-26 Opportunity Update Jeroen Waldram New Opportunity: None, ZGA Opwaarderen strippenkaart Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=19-05-2022 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": 10000.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-05-02T00:00:00.000Z",
  "companyID": 419,
  "contactID": 30683846,
  "cost": 0.0,
  "createDate": "2022-04-26T10:22:59.723Z",
  "creatorResourceID": 29682918,
  "description": "Akkoord voorstel ontvangen voor uitbreiding uren op strippenkaart.\nGetekend document staat in de map. Betreft verhoging met 103 uur.\n\nVan: TPS Support\nVerzonden: dinsdag 26 april 2022 10:43\nAan: Jessica Veraar <jveraar@tsv-groep.nl>; Frank Lunstroo <flunstroo@tsv-groep.nl>; Antoine van den Hout (archief) <avandenhout@tsv-groep.nl>\nOnderwerp: Strippenkaart saldo te laag!\n\n**************************************************************************\nSaldo van de strippenkaart is TE LAAG - Als niet wordt ingegrepen stopt de dienstverlening\n**************************************************************************\n\nKlantnaam: Stichting Zorggroep Almere (1316BN22-01)\nContract: Stichting Zorggroep Almere (1316BN22-01) - 7x4 (STRIP)\n\nAccount manager: Jeroen Waldram\n\nHuidig Saldo: € 91,15\n\nDit is de tweede waarschuwing. Als het saldo niet wordt aangevuld zal de dienstverlening stoppen!",
  "helpNeeded": "",
  "id": 1050,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-05-02T11:20:59.067Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 10000.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-05-02T00:00:00.000Z",
  "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": "2022-04-26T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "ZGA Opwaarderen strippenkaart",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}