Autotask Toolkit

v 2.13.2 PROD

Opwaarderen strippenkaart Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Onkenhout & Onkenhout B.V. (1112AW103)
Aangemaakt
2023-12-15
Gesloten
2023-12-20

Beschrijving

Strippenkaart verhogen met 30 uur ( € 3.450,00) ************************************************************************** Saldo van de strippenkaart is onder de ondergrens ************************************************************************** Klantnaam: Onkenhout & Onkenhout B.V. (1112AW103) Contract: Onkenhout & Onkenhout B.V. (1112AW103) - 5x8 (STRIP) Account manager: Frank Lunstroo Huidig Saldo: € 468,59 Dit is de eerste waarschuwing. Het saldo van de strippenkaart moet worden aangevuld, graag zsm actie.

Primary quote

Naam
#1444 — Opwaarderen strippenkaart
Effectief vanaf
2023-12-19
Vervaldatum
2024-01-20

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer
Engineer rol voor werkzaamheden op een incident ticket
Labor 30

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2023-12-20 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
2023-12-20 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen strippenkaart Total Revenue=3450 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=20-12-2023 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2023-12-20 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
2023-12-20 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
2023-12-20 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen strippenkaart Total Revenue=3450 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 22-12-2023 to 20-12-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-12-18 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen strippenkaart Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=22-12-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-12-18 0 Quick Note Erik Gunther Vorige keer 30 uur.
2023-12-15 Opportunity Update Erik Gunther New Opportunity: None, Opwaarderen strippenkaart Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=22-12-2023 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 3450.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-12-20T00:00:00.000Z",
  "companyID": 895,
  "contactID": 30685301,
  "cost": 0.0,
  "createDate": "2023-12-15T10:38:03.493Z",
  "creatorResourceID": 29682927,
  "description": "Strippenkaart verhogen met 30 uur ( € 3.450,00)\n\n\n**************************************************************************\nSaldo van de strippenkaart is onder de ondergrens\n**************************************************************************\n\nKlantnaam: Onkenhout & Onkenhout B.V. (1112AW103)\nContract: Onkenhout & Onkenhout B.V. (1112AW103) - 5x8 (STRIP)\n\nAccount manager: Frank Lunstroo\n\nHuidig Saldo: € 468,59\n\nDit is de eerste waarschuwing. Het saldo van de strippenkaart moet worden aangevuld, graag zsm actie.",
  "helpNeeded": "",
  "id": 1643,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-12-20T08:26:10.747Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 3450.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-12-20T00:00:00.000Z",
  "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": "2023-12-15T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Opwaarderen strippenkaart",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}