Autotask Toolkit

v 2.13.2 PROD

Geveke - Opwaarderen strippenkaart Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Geveke Werktuigbouw BV (1014BA51)
Aangemaakt
2022-11-17
Gesloten
2022-12-12

Beschrijving

Akkoord op orderbevestiging per mail ontvangen, voor opwaarderen strippenkaart met 16 x uur a € 100,- -------------------------------------------------------------------------------------------------------------------- Klantnaam: Geveke Werktuigbouw BV (1014BA51) Contract: Geveke Werktuigbouw BV (1014BA51) - 7x8 (STRIP) Account manager: Jeroen Waldram Huidig Saldo: 338,85 (12-12-2022) Dit is de eerste waarschuwing. Het saldo van de strippenkaart moet worden aangevuld, graag zsm actie.

Primary quote

Naam
#1116 — Geveke - Opwaarderen strippenkaart
Effectief vanaf
2022-12-11
Vervaldatum
2023-01-12

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer uren strippenkaart volgens afspraak
Labor 16

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2022-12-12 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
2022-12-12 Opportunity Update Jeroen Waldram Opportunity: None, Geveke - Opwaarderen strippenkaart Total Revenue=1600 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=12-12-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-12-12 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
2022-12-12 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
2022-12-12 Opportunity Update Jeroen Waldram Opportunity: None, Geveke - Opwaarderen strippenkaart Total Revenue=1600 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 30-12-2022 to 12-12-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-12-12 Opportunity Update Jeroen Waldram Opportunity: None, Geveke - Opwaarderen strippenkaart Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=30-12-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-12-12 Opportunity Update Jeroen Waldram Opportunity: None, Geveke - Opwaarderen strippenkaart Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=30-12-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-11-17 Opportunity Update Jeroen Waldram New Opportunity: None, Geveke - Opwaarderen strippenkaart Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=30-12-2022 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": 1600.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-12-12T00:00:00.000Z",
  "companyID": 292,
  "contactID": 30683328,
  "cost": 0.0,
  "createDate": "2022-11-17T08:40:13.697Z",
  "creatorResourceID": 29682918,
  "description": "Akkoord op orderbevestiging per mail ontvangen, voor opwaarderen strippenkaart met 16 x uur a  € 100,-\n\n--------------------------------------------------------------------------------------------------------------------\n\n\nKlantnaam: Geveke Werktuigbouw BV (1014BA51)\nContract: Geveke Werktuigbouw BV (1014BA51) - 7x8 (STRIP)\n\nAccount manager: Jeroen Waldram\n\nHuidig Saldo: 338,85 (12-12-2022)\n\nDit is de eerste waarschuwing. Het saldo van de strippenkaart moet worden aangevuld, graag zsm actie.",
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  "nextStep": "",
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  "onetimeRevenue": 1600.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-12-12T00:00:00.000Z",
  "promisedFulfillmentDate": null,
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  "quarterlyCost": 0.0,
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  "stage": 29682776,
  "startDate": "2022-11-17T00:00:00.000Z",
  "status": 4,
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  "title": "Geveke - Opwaarderen strippenkaart",
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}