Autotask Toolkit

v 2.13.2 PROD

W&M - Etoile - Opwaarderen uren strippenkaart Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Welkin and Meraki Paris Arr 16 Etoile Sarl (75016121)
Aangemaakt
2022-08-08
Gesloten
2022-08-26

Beschrijving

Akkoord ontvangen opdrachtbevestiging uitbreiding strippenkaart (8 uur) voor locatie Etoile. PO nummer klant is PO 2022080073 Document staat in de getekende opdracht folder. Klantnaam: Welkin and Meraki Paris Arr 16 Etoile Sarl (75016121) Contract: Welkin and Meraki Paris Arr 16 Etoile Sarl (75016121) - 7x4 (STRIP) Account manager: Jeroen Waldram Huidig Saldo: € 324,00 Dit is de eerste waarschuwing. Het saldo van de strippenkaart moet worden aangevuld, graag zsm actie.

Primary quote

Naam
#1035 — W&M - Etoile - Opwaarderen uren strippenkaart
Effectief vanaf
2022-08-24
Vervaldatum
2022-09-25

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 8

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2022-08-26 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
2022-08-26 Opportunity Update Jeroen Waldram Opportunity: None, W&M - Etoile - Opwaarderen uren strippenkaart Total Revenue=800 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=26-08-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-08-26 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
2022-08-26 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
2022-08-26 Opportunity Update Jeroen Waldram Opportunity: None, W&M - Etoile - Opwaarderen uren strippenkaart Total Revenue=800 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 29-08-2022 to 26-08-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-08-25 Opportunity Update Jeroen Waldram Opportunity: None, W&M - Etoile - Opwaarderen uren strippenkaart Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=29-08-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-08-08 Opportunity Update Jeroen Waldram New Opportunity: None, W&M - Etoile - Opwaarderen uren strippenkaart Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=29-08-2022 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 800.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-08-26T00:00:00.000Z",
  "companyID": 1086,
  "contactID": 30685464,
  "cost": 0.0,
  "createDate": "2022-08-08T13:07:15.460Z",
  "creatorResourceID": 29682918,
  "description": "Akkoord ontvangen opdrachtbevestiging uitbreiding strippenkaart (8 uur) voor locatie Etoile.\nPO nummer klant is PO 2022080073\nDocument staat in de getekende opdracht folder.\n\n\n\nKlantnaam: Welkin and Meraki Paris Arr 16 Etoile Sarl (75016121)\nContract: Welkin and Meraki Paris Arr 16 Etoile Sarl (75016121) - 7x4 (STRIP)\n\nAccount manager: Jeroen Waldram\n\nHuidig Saldo: € 324,00\n\nDit is de eerste waarschuwing. Het saldo van de strippenkaart moet worden aangevuld, graag zsm actie.",
  "helpNeeded": "",
  "id": 1135,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-08-26T13:53:44.183Z",
  "leadSource": null,
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  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 800.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-08-26T00:00:00.000Z",
  "promisedFulfillmentDate": null,
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  "rating": null,
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  "stage": 29682776,
  "startDate": "2022-08-08T00:00:00.000Z",
  "status": 4,
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  "throughDate": null,
  "title": "W&M - Etoile - Opwaarderen uren strippenkaart",
  "totalAmountMonths": 1,
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  "userDefinedFields": [],
  "winReason": null,
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}