Autotask Toolkit
v 2.13.2 PRODVul hier het onderwerp in Closed
- 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
{
"advancedField1": 0.0,
"advancedField2": 0.0,
"advancedField3": 0.0,
"advancedField4": 0.0,
"advancedField5": 0.0,
"amount": 0.0,
"assessmentScore": null,
"barriers": "",
"closedDate": "2023-11-10T00:00:00.000Z",
"companyID": 267,
"contactID": 30684932,
"cost": 0.0,
"createDate": "2023-11-10T09:55:29.157Z",
"creatorResourceID": 29682886,
"description": "Vul hier de vraag van de klant in. Wat er benodigd is.\nZo veel mogelijk informatie, zodat er snelle doorgang kan plaatsvinden.",
"helpNeeded": "",
"id": 1600,
"impersonatorCreatorResourceID": null,
"lastActivity": "2023-11-20T10:06:30.890Z",
"leadSource": null,
"lossReason": null,
"lossReasonDetail": "",
"lostDate": null,
"market": "",
"monthlyCost": 0.0,
"monthlyRevenue": 0.0,
"nextStep": "",
"onetimeCost": 0.0,
"onetimeRevenue": 0.0,
"opportunityCategoryID": 103,
"organizationalLevelAssociationID": null,
"ownerResourceID": 29682927,
"primaryCompetitor": null,
"probability": 100,
"productID": 2,
"projectedCloseDate": "2023-11-20T10:06:30.890Z",
"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": "2023-11-10T00:00:00.000Z",
"status": 3,
"technicalAssessmentScore": null,
"throughDate": null,
"title": "Vul hier het onderwerp in",
"totalAmountMonths": 1,
"useQuoteTotals": true,
"userDefinedFields": [],
"winReason": null,
"winReasonDetail": "",
"yearlyCost": 0.0,
"yearlyRevenue": 0.0
}