Autotask Toolkit

v 2.13.2 PROD

Opschonen bekabeling Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
F&J Beumer BV (1058JP49)
Aangemaakt
2023-03-28
Gesloten
2023-04-04

Beschrijving

Verzoek om een nieuwe opp. met OB maken voor FJ de Jong (& Beumer) voor 1 dag werk m.b.t. het opschonen van de bekabeling o.b.v. nacalculatie. Mogelijk zal er ook een nieuwe kabel worden gelegd. Graag met Aldert afstemmen voor de kosten. Werkzaamheden gaan plaats vinden op 5 april Info via Oscar.

Primary quote

Naam
#1231 — Opschonen bekabeling
Effectief vanaf
2023-03-30
Vervaldatum
2023-04-30

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Professional Services
Professional services Ondersteuning installateur Ordenen bekabeling Terugplaatsen hardware 		Product 1
2 Professional Services
Kosten installateur 1 dag werk Voorrijkosten Raming materiaal 		Product 1

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2023-04-04 General Erik Gunther 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 Erik Gunther
2023-04-04 General Erik Gunther 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 Erik Gunther
2023-04-04 General Erik Gunther 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 Erik Gunther
2023-04-04 Opportunity Update Erik Gunther Opportunity: None, Opschonen bekabeling Total Revenue=1310 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=04-04-2023 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2023-04-04 Opportunity Update Erik Gunther Opportunity: None, Opschonen bekabeling Total Revenue=1310 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 31-03-2023 to 04-04-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-03-31 Opportunity Update Erik Gunther Opportunity: None, Opschonen bekabeling Total Revenue=1310 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=31-03-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-03-28 Opportunity Update Erik Gunther New Opportunity: None, Opschonen bekabeling Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=31-03-2023 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1310.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-04-04T00:00:00.000Z",
  "companyID": 274,
  "contactID": 30683185,
  "cost": 0.0,
  "createDate": "2023-03-28T13:40:07.557Z",
  "creatorResourceID": 29682927,
  "description": "Verzoek om een nieuwe opp. met OB maken voor FJ de Jong (& Beumer) voor 1 dag werk m.b.t. het opschonen van de bekabeling o.b.v. nacalculatie.\nMogelijk zal er ook een nieuwe kabel worden gelegd.\nGraag met Aldert afstemmen voor de kosten. Werkzaamheden gaan plaats vinden op 5 april\nInfo via Oscar.",
  "helpNeeded": "",
  "id": 1389,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-04-04T12:35:51.070Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 1310.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-04-04T00:00:00.000Z",
  "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": "2023-03-28T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Opschonen bekabeling",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}