Autotask Toolkit

v 2.13.2 PROD

ZGA - Opwaarderen strippenkaart Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Stichting Zorggroep Almere (1316BN22-01)
Aangemaakt
2023-02-27
Gesloten
2023-05-12

Beschrijving

Akkoord voorstel ontvangen voor uitbreiding uren op strippenkaart. Getekend document staat in de map. Betreft verhoging met 103 uur. Saldo van de strippenkaart is onder de ondergrens ************************************************************************** Klantnaam: Stichting Zorggroep Almere (1316BN22-01) Contract: Stichting Zorggroep Almere (1316BN22-01) - 7x4 (STRIP) Account manager: Jeroen Waldram Huidig Saldo: € 16,04 Dit is de eerste waarschuwing. Het saldo van de strippenkaart moet worden aangevuld, graag zsm actie.

Primary quote

Naam
#1193 — ZGA - Opwaarderen strippenkaart
Effectief vanaf
2023-02-28
Vervaldatum
2023-04-01

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 100

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2023-05-12 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)orStandaard (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
2023-05-12 Opportunity Update Jeroen Waldram Opportunity: None, ZGA - Opwaarderen strippenkaart Total Revenue=9700 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=12-05-2023 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2023-05-12 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)orStandaard (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
2023-05-12 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)orStandaard (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
2023-05-12 Opportunity Update Jeroen Waldram Opportunity: None, ZGA - Opwaarderen strippenkaart Total Revenue=9700 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 31-05-2023 to 12-05-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-05-02 Opportunity Update Jeroen Waldram Opportunity: None, ZGA - Opwaarderen strippenkaart Total Revenue=9700 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 30-04-2023 to 31-05-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-02-27 4 KPI Email verstuurd Jeroen Waldram Orderbevestiging maken strippenkaart Orderbevestiging gemaakt wachten op akkoord
2023-03-29 Opportunity Update Jeroen Waldram Opportunity: None, ZGA - Opwaarderen strippenkaart Total Revenue=9700 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 16-03-2023 to 30-04-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-03-01 Opportunity Update Jeroen Waldram Opportunity: None, ZGA - Opwaarderen strippenkaart Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=16-03-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-02-27 Opportunity Update Jeroen Waldram New Opportunity: None, ZGA - Opwaarderen strippenkaart Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=16-03-2023 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask
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  "advancedField3": 0.0,
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  "closedDate": "2023-05-12T00:00:00.000Z",
  "companyID": 419,
  "contactID": 30683846,
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  "description": "Akkoord voorstel ontvangen voor uitbreiding uren op strippenkaart.\nGetekend document staat in de map. Betreft verhoging met 103 uur.\n\n\nSaldo van de strippenkaart is onder de ondergrens\n**************************************************************************\n\nKlantnaam: Stichting Zorggroep Almere (1316BN22-01)\nContract: Stichting Zorggroep Almere (1316BN22-01) - 7x4 (STRIP)\n\nAccount manager: Jeroen Waldram\n\nHuidig Saldo: € 16,04\n\nDit is de eerste waarschuwing. Het saldo van de strippenkaart moet worden aangevuld, graag zsm actie.",
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  "projectedCloseDate": "2023-05-12T00:00:00.000Z",
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