Autotask Toolkit

v 2.13.2 PROD

Sales Demo Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Flight 815 B.V. (1068VM197)
Aangemaakt
2023-12-04
Gesloten
2023-12-06

Beschrijving

Sales Demo

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2023-12-06 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
2023-12-06 Opportunity Update Erik Gunther Closed Date: 06-12-2023 00:00 Notified: Subject: Closed Opportunity for Flight 815 B.V. (1068VM197) Body:
2023-12-06 Opportunity Update Erik Gunther Opportunity: None, Sales Demo Total Revenue=0 Probability=25% Changed Status from Stage 5 Closed - WON to Stage 1 First Contact Projected Close Date=21-12-2023 Opportunity Owner=Gunther, Erik Changed Status from Closed to Active
2023-12-05 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 egunther@tsv-groep.nl; revers@tsv-groep.nl Initiated by Erik Gunther
2023-12-05 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
2023-12-05 Opportunity Update Erik Gunther Opportunity: None, Sales Demo Total Revenue=0 Probability=25% Changed Status from Stage 5 Closed - LOST to Stage 5 Closed - WON Projected Close Date=21-12-2023 Opportunity Owner=Gunther, Erik Changed Status from Lost to Closed
2023-12-04 General Erik Gunther Workflow Rule "[TSV-Opp LOST] Opportunity closed & LOST - notify salesmanager" 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 - LOST" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity Closed (LOST)) to aveldkamp@tsv-groep.nl; flunstroo@tsv-groep.nl; ldehaan@tsv-groep.nl Initiated by Erik Gunther
2023-12-04 Opportunity Update Erik Gunther Closed Date: 04-12-2023 Notified: Subject: Lost Opportunity for Flight 815 B.V. (1068VM197) Body:
2023-12-04 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) 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
2023-12-04 Opportunity Update Erik Gunther Closed Date: 04-12-2023 00:00 Notified: Subject: Closed Opportunity for Flight 815 B.V. (1068VM197) Body:
2023-12-04 Opportunity Update Erik Gunther New Opportunity: None, Sales Demo Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=21-12-2023 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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