Autotask Toolkit

v 2.13.2 PROD

Kostenindicatie: T20231122.0008 Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Rotterdamse Mobiliteit Centrale RMC BV (3047AT21-29)
Aangemaakt
2023-12-13
Gesloten
2023-12-29

Beschrijving

Aantal uren: 16 Aantal keer voorrijden: 2 Op basis van nacalculatie

Primary quote

Naam
#1435 — Kostenindicatie: T20231122.0008
Effectief vanaf
2023-12-13
Vervaldatum
2024-01-14

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer
Engineer rol voor werkzaamheden op een incident ticket
Labor 16
2 Voorrijdkosten (project) Cost 2

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2023-12-29 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
2023-12-29 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: T20231122.0008 Total Revenue=2110 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 28-12-2023 to 29-12-2023 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2023-12-29 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
2023-12-29 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
2023-12-29 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: T20231122.0008 Total Revenue=2110 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=28-12-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-12-21 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: T20231122.0008 Total Revenue=2110 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 20-12-2023 to 28-12-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-12-14 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: T20231122.0008 Total Revenue=2110 Changed Probability from 0% to 50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=20-12-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-12-14 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: T20231122.0008 Total Revenue=0 Probability=0% Sales Stage=Stage 2 Qualification Projected Close Date=20-12-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-12-13 Opportunity Update Erik Gunther New Opportunity: None, Kostenindicatie: Total Revenue=0 Probability=0% Sales Stage=Stage 2 Qualification Projected Close Date=20-12-2023 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 2110.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-12-29T00:00:00.000Z",
  "companyID": 386,
  "contactID": 30683724,
  "cost": 170.0,
  "createDate": "2023-12-13T14:03:02.350Z",
  "creatorResourceID": 29682927,
  "description": "Aantal uren: 16\n\nAantal keer voorrijden: 2\n\nOp basis van nacalculatie",
  "helpNeeded": "",
  "id": 1638,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-12-29T08:12:53.583Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 170.0,
  "onetimeRevenue": 2110.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-12-29T00:00:00.000Z",
  "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": "2023-12-13T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Kostenindicatie: \tT20231122.0008",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}