Autotask Toolkit

v 2.13.2 PROD

Strippenkaart opwaarderen Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Gemeente Stichtse Vecht (3601GR1)
Aangemaakt
2022-09-16
Gesloten
2022-12-23

Beschrijving

Wij hebben de opdracht ontvangen voor het opwaarderen van de strippenkaart met 50 uur conform menukaart vanuit de aanbesteding. Factuur: 100% bij aanvang overeenkomst (dus kan direct verstuurd worden) Verplicht vermelden op de factuur: Zaaknummer: 172592 Verplichtingennummer: 173724 Factuuradres: crediteurenadministratie@stichtsevecht.nl

Primary quote

Naam
#1058 — Strippenkaart opwaarderen
Effectief vanaf
2022-09-15
Vervaldatum
2022-10-16

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 50

Notes (12)

Datum Action type Assigned to Onderwerp / inhoud
2022-11-17 1 KPI Telefonisch contact Frank Lunstroo Op 16-11 herziene OB gestuurd met daarin 50 uur i.p.v. 25 uur, dit op verzoek van Joop. Deze To Do is ter bewaking.
2022-12-23 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
2022-12-23 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
2022-12-23 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
2022-12-23 Opportunity Update Frank Lunstroo Opportunity: None, Strippenkaart opwaarderen Total Revenue=4850 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=23-12-2022 Opportunity Owner=Lunstroo, Frank Status=Closed
2022-12-23 Opportunity Update Frank Lunstroo Opportunity: None, Strippenkaart opwaarderen Total Revenue=4850 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 22-11-2022 to 23-12-2022 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2022-11-08 1 KPI Telefonisch contact Frank Lunstroo Op 8-11 vm ingesproken en voorstel nogmaals per mail verstuurd. Reactie per mail ontvangen van Joop, met verzoek om 50 uur aan te bieden i.p.v. 25 uur. Herziene OB meteen verstuurd.
2022-11-16 Opportunity Update Frank Lunstroo Opportunity: None, Strippenkaart opwaarderen Total Revenue=4850 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 11-11-2022 to 22-11-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-11-08 Opportunity Update Frank Lunstroo Opportunity: None, Strippenkaart opwaarderen Total Revenue=2425 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Changed Projected Close Date from 24-10-2022 to 11-11-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-11-08 0 Quick Note Frank Lunstroo Vandaag Joop gebeld op zijn mobiele nummer en voicemail ingesproken. Aansluitend ons voorstel nogmaals verstuurd per mail met verzoek deze voor akkoord getekend retour te sturen.
2022-10-12 Opportunity Update Frank Lunstroo Opportunity: None, Strippenkaart opwaarderen Total Revenue=2425 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 23-09-2022 to 24-10-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-09-16 Opportunity Update Frank Lunstroo New Opportunity: None, Strippenkaart opwaarderen Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=23-09-2022 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": 4850.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-12-23T00:00:00.000Z",
  "companyID": 285,
  "contactID": 30684857,
  "cost": 0.0,
  "createDate": "2022-09-16T12:19:19.537Z",
  "creatorResourceID": 29682902,
  "description": "Wij hebben de opdracht ontvangen voor het opwaarderen van de strippenkaart met 50 uur conform menukaart vanuit de aanbesteding.\n\nFactuur:\n100% bij aanvang overeenkomst (dus kan direct verstuurd worden)\n\nVerplicht vermelden op de factuur:\nZaaknummer: 172592\nVerplichtingennummer: 173724\n\nFactuuradres:\ncrediteurenadministratie@stichtsevecht.nl",
  "helpNeeded": "",
  "id": 1167,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-01-05T17:43:17.013Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 4850.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-12-23T00:00:00.000Z",
  "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": "2022-09-16T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Strippenkaart opwaarderen",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}