Autotask Toolkit

v 2.13.2 PROD

Vul hier het onderwerp in Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Flight 815 B.V. (1068VM197)
Aangemaakt
2023-11-10
Gesloten
2023-11-10

Beschrijving

Vul hier de vraag van de klant in. Wat er benodigd is. Zo veel mogelijk informatie, zodat er snelle doorgang kan plaatsvinden.

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2023-11-20 General Erik Gunther Workflow Rule "Projected closed date naar Closed date" fired.
When an opportunity is: Edited And the following conditions are met: Stage equal to "Stage 6 - Handover" Then execute the following actions: Set Projected Close Date To 0 Calendar Day(s) from Current Time Initiated by Erik Gunther
2023-11-20 Opportunity Update Erik Gunther Opportunity: None, Vul hier het onderwerp in Total Revenue=0 Changed Probability from 1% to 100% Sales Stage=Stage 6 - Handover Projected Close Date=17-11-2023 Opportunity Owner=Gunther, Erik Status=Closed
2023-11-10 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
2023-11-10 Opportunity Update Marc Blankestijn Closed Date: 10-11-2023 00:00 Notified: Subject: Closed Opportunity for Flight 815 B.V. (1068VM197) Body:
2023-11-10 General Erik Gunther Workflow Rule "Technische Opportunity naar Sales Agent" fired.
When an opportunity is: Created And the following conditions are met: Opportunity Owner not in list "Gunther, Erik or Hammel, David or Lunstroo, Frank or Riechelmann, Ronny or Veldkamp, Alex or Waldram, Jeroen" Then execute the following actions: Set Opportunity Owner To "Gunther, Erik" Set Probability To "1" Send notification e-mail (Opportunity - Re-assigned (Wizard)) to egunther@tsv-groep.nl Initiated by Marc Blankestijn
2023-11-10 Opportunity Update Marc Blankestijn New Opportunity: None, Vul hier het onderwerp in Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=17-11-2023 Opportunity Owner=Blankestijn, Marc Status=Active
Volledige record uit Autotask
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