Autotask Toolkit

v 2.13.2 PROD

test scoren Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
Is op zoek naar de juiste oplossing
Detail
Marc is gewoon goed! TCV/TSC codes? Artikel codes?
Klant
Flight 815 B.V. (1068VM197)
Aangemaakt
2023-10-18
Gesloten
2023-10-19

Beschrijving

10x T54W naar lutjebroek test

Notes (27)

Datum Action type Assigned to Onderwerp / inhoud
2023-10-19 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) 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 Erik Gunther
2023-10-19 Opportunity Update Erik Gunther Closed Date: 19-10-2023 00:00 Notified: Subject: Closed Opportunity for Flight 815 B.V. (1068VM197) Body:
2023-10-19 Opportunity Update Erik Gunther Opportunity: None, test scoren Total Revenue=0 Probability=25% Changed Status from Stage 6 - Handover to Stage 2 Qualification Projected Close Date=21-10-2023 Opportunity Owner=Gunther, Erik Changed Status from Closed to Active
2023-10-19 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) 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 Erik Gunther
2023-10-19 Opportunity Update Erik Gunther Closed Date: 19-10-2023 00:00 Notified: Subject: Closed Opportunity for Flight 815 B.V. (1068VM197) Body:
2023-10-19 Opportunity Update Erik Gunther Opportunity: None, test scoren Total Revenue=0 Probability=25% Changed Status from Stage 6 - Handover to Stage 2 Qualification Projected Close Date=21-10-2023 Opportunity Owner=Gunther, Erik Changed Status from Closed to Active
2023-10-18 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) 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 Erik Gunther
2023-10-18 Opportunity Update Erik Gunther Closed Date: 18-10-2023 00:00 Notified: Subject: Closed Opportunity for Flight 815 B.V. (1068VM197) Body:
2023-10-18 Opportunity Update Erik Gunther Opportunity: None, test scoren Total Revenue=0 Probability=25% Changed Status from Stage 6 - Handover to Stage 2 Qualification Projected Close Date=21-10-2023 Opportunity Owner=Gunther, Erik Changed Status from Closed to Active
2023-10-18 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) 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 Marc Blankestijn
2023-10-18 Opportunity Update Marc Blankestijn Closed Date: 18-10-2023 00:00 Notified: Subject: Closed Opportunity for Flight 815 B.V. (1068VM197) Body:
2023-10-18 Opportunity Update Marc Blankestijn Opportunity: None, test scoren Total Revenue=0 Probability=25% Changed Status from Stage 5 Closed - WON to Stage 2 Qualification Projected Close Date=21-10-2023 Opportunity Owner=Gunther, Erik Changed Status from Closed to Active
2023-10-18 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) 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 Marc Blankestijn
2023-10-18 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) 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 Marc Blankestijn
2023-10-18 Opportunity Update Marc Blankestijn Closed Date: 18-10-2023 00:00 Notified: Subject: Closed Opportunity for Flight 815 B.V. (1068VM197) Body:
2023-10-18 Opportunity Update Marc Blankestijn Opportunity: None, test scoren Total Revenue=0 Probability=25% Changed Status from Stage 6 - Handover to Stage 2 Qualification Projected Close Date=21-10-2023 Opportunity Owner=Gunther, Erik Changed Status from Closed to Active
2023-10-18 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) 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 Marc Blankestijn
2023-10-18 Opportunity Update Marc Blankestijn Closed Date: 18-10-2023 00:00 Notified: Subject: Closed Opportunity for Flight 815 B.V. (1068VM197) Body:
2023-10-18 Opportunity Update Marc Blankestijn Opportunity: None, test scoren Changed Total Revenue from 1.00 to 0 Probability=25% Changed Status from Stage 6 - Handover to Stage 2 Qualification Projected Close Date=21-10-2023 Opportunity Owner=Gunther, Erik Changed Status from Closed to Active
2023-10-18 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) 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 Marc Blankestijn
2023-10-18 Opportunity Update Marc Blankestijn Closed Date: 18-10-2023 00:00 Notified: Subject: Closed Opportunity for Flight 815 B.V. (1068VM197) Body:
2023-10-18 Opportunity Update Marc Blankestijn Opportunity: None, test scoren Total Revenue=0 Changed Probability from 100% to 25% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 18-10-2023 to 21-10-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-10-18 Opportunity Update Marc Blankestijn Opportunity: None, test scoren Total Revenue=0 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 2 Qualification Projected Close Date=18-10-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-10-18 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) 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 Erik Gunther
2023-10-18 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) 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 Erik Gunther
2023-10-18 Opportunity Update Erik Gunther Opportunity: None, test scoren Total Revenue=0 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Changed Projected Close Date from 19-10-2023 to 18-10-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-10-18 Opportunity Update Erik Gunther New Opportunity: None, test scoren Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=19-10-2023 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
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  "advancedField5": 0.0,
  "amount": 0.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-10-19T00:00:00.000Z",
  "companyID": 267,
  "contactID": 30684932,
  "cost": 0.0,
  "createDate": "2023-10-18T11:47:11.990Z",
  "creatorResourceID": 29682927,
  "description": "10x T54W\nnaar \nlutjebroek\ntest",
  "helpNeeded": "",
  "id": 1575,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-10-19T12:31:22.430Z",
  "leadSource": null,
  "lossReason": null,
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  "nextStep": "",
  "onetimeCost": 0.0,
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  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 25,
  "productID": 2,
  "projectedCloseDate": "2023-10-21T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
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  "stage": 29682776,
  "startDate": "2023-10-18T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "test scoren",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": 7,
  "winReasonDetail": "Marc is gewoon goed!\nTCV/TSC codes? Artikel codes?",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}