Autotask Toolkit

v 2.13.2 PROD

Geveke - Opwaarderen uren strippenkaart Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Geveke Werktuigbouw BV (1014BA51)
Aangemaakt
2022-08-16
Gesloten
2022-09-12

Beschrijving

Akkoord ontvangen van Linda voor het opwaarderen van de strippenkaart met 8 uur Bedrag 8 x 100,- = 800,- documenten staan in de mappen. ------------------------------------------------------------ Klantnaam: Geveke Werktuigbouw BV (1014BA51) Contract: Geveke Werktuigbouw BV (1014BA51) - 7x8 (STRIP) Account manager: Jeroen Waldram Huidig Saldo: € 452,70 Dit is de eerste waarschuwing. Het saldo van de strippenkaart moet worden aangevuld, graag zsm actie.

Primary quote

Naam
#1032 — Geveke - Opwaarderen uren strippenkaart
Effectief vanaf
2022-08-15
Vervaldatum
2022-09-16

Eenmalige items (1)

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

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2022-09-12 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
2022-09-12 Opportunity Update Jeroen Waldram Opportunity: None, Geveke - Opwaarderen uren strippenkaart Total Revenue=920 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=12-09-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-09-12 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
2022-09-12 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
2022-09-12 Opportunity Update Jeroen Waldram Opportunity: None, Geveke - Opwaarderen uren strippenkaart Total Revenue=920 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=12-09-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-09-12 Opportunity Update Jeroen Waldram Opportunity: None, Geveke - Opwaarderen uren strippenkaart Total Revenue=920 Changed Probability from 50% to 100% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 30-09-2022 to 12-09-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-08-23 Opportunity Update Jeroen Waldram Opportunity: None, Geveke - Opwaarderen uren strippenkaart Total Revenue=920 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=30-09-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-08-16 Opportunity Update Jeroen Waldram New Opportunity: None, Geveke - Opwaarderen uren strippenkaart Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=30-09-2022 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask
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  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-09-12T00:00:00.000Z",
  "companyID": 292,
  "contactID": 30683328,
  "cost": 0.0,
  "createDate": "2022-08-16T07:25:24.437Z",
  "creatorResourceID": 29682918,
  "description": "Akkoord ontvangen van Linda voor het opwaarderen van de strippenkaart met 8 uur\nBedrag 8 x 100,- = 800,-\ndocumenten staan in de mappen.\n\n------------------------------------------------------------\n\n\n\nKlantnaam: Geveke Werktuigbouw BV (1014BA51)\nContract: Geveke Werktuigbouw BV (1014BA51) - 7x8 (STRIP)\n\nAccount manager: Jeroen Waldram\n\nHuidig Saldo: € 452,70\n\nDit is de eerste waarschuwing. Het saldo van de strippenkaart moet worden aangevuld, graag zsm actie.",
  "helpNeeded": "",
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  "lastActivity": "2022-09-12T08:54:11.777Z",
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  "onetimeCost": 0.0,
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  "opportunityCategoryID": 103,
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  "primaryCompetitor": null,
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  "productID": 2,
  "projectedCloseDate": "2022-09-12T00:00:00.000Z",
  "promisedFulfillmentDate": null,
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  "stage": 29682776,
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  "title": "Geveke - Opwaarderen uren strippenkaart",
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}