Autotask Toolkit

v 2.13.2 PROD

Strippenkaart opwaarderen Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Onkenhout & Onkenhout B.V. (1112AW103)
Aangemaakt
2022-06-27
Gesloten
2022-06-29

Beschrijving

Het saldo van de strippenkaart t.b.v. move, adds en changes is onder de ondergrens per 23-06-2022. De actuele waarde is € 423,74. Wij hebben het akkoord ontvangen om het saldo met € 3.450,- op te waarderen. Factuur kan direct voor 100% verstuurd worden.

Primary quote

Naam
#989 — Strippenkaart opwaarderen
Effectief vanaf
2022-06-26
Vervaldatum
2022-07-27

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Opwaarderen strippenkaart t.b.v. move, add en changes. Engineer rol voor werkzaamheden op een change ticket
Labor 30

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2022-06-29 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
2022-06-29 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
2022-06-29 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
2022-06-29 Opportunity Update Frank Lunstroo Opportunity: None, Strippenkaart opwaarderen Total Revenue=3450 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=29-06-2022 Opportunity Owner=Lunstroo, Frank Status=Closed
2022-06-29 Opportunity Update Frank Lunstroo Opportunity: None, Strippenkaart opwaarderen Total Revenue=3450 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 29-07-2022 to 29-06-2022 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2022-06-28 Opportunity Update Frank Lunstroo Opportunity: None, Strippenkaart opwaarderen Total Revenue=3450 Probability=25% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Changed Projected Close Date from 27-07-2022 to 29-07-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-06-27 Opportunity Update Frank Lunstroo New Opportunity: None, Strippenkaart opwaarderen Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=27-07-2022 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask
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  "advancedField3": 0.0,
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  "advancedField5": 0.0,
  "amount": 3450.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-06-29T00:00:00.000Z",
  "companyID": 895,
  "contactID": 30684989,
  "cost": 0.0,
  "createDate": "2022-06-27T13:19:31.047Z",
  "creatorResourceID": 29682902,
  "description": "Het saldo van de strippenkaart t.b.v. move, adds en changes is onder de ondergrens per 23-06-2022. De actuele waarde is € 423,74.\n\nWij hebben het akkoord ontvangen om het saldo met € 3.450,- op te waarderen.\n\nFactuur kan direct voor 100% verstuurd worden.",
  "helpNeeded": "",
  "id": 1097,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-06-29T20:50:11.310Z",
  "leadSource": null,
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  "lossReasonDetail": "",
  "lostDate": null,
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  "monthlyCost": 0.0,
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  "nextStep": "",
  "onetimeCost": 0.0,
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  "opportunityCategoryID": 103,
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  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-06-29T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "stage": 29682776,
  "startDate": "2022-06-27T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Strippenkaart opwaarderen",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
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}