Autotask Toolkit

v 2.13.2 PROD

Opwaarderen strippenkaart Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Fysiotherapie Almere BV (1338GA51)
Aangemaakt
2023-12-15
Gesloten
2024-01-30

Beschrijving

Strippenkaart aanvullen. ************************************************************************** Saldo van de strippenkaart is TE LAAG - Als niet wordt ingegrepen stopt de dienstverlening. ************************************************************************** Klantnaam: Fysiotherapie Almere BV (1338GA51) Contract: Fysiotherapie Almere BV (1338GA51) - 5x8 (STRIP) Account manager: Ronny Riechelmann Huidig Saldo: € 75,90 Dit is de tweede waarschuwing. Als het saldo niet wordt aangevuld zal de dienstverlening stoppen!

Primary quote

Naam
#1468 — Opwaarderen strippenkaart
Effectief vanaf
2024-01-15
Vervaldatum
2024-02-16

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [request] | Strippenkaart
Strippenkaart
Labor 5

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2024-01-16 1 KPI Telefonisch contact Ronny Riechelmann (redacted) Strippenkaart akkoord?! Frank mijn mail al beantwoord over de headset? Strippenkaart is akkoord
2024-01-30 General Ronny Riechelmann (redacted) 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 Ronny Riechelmann
2024-01-30 General Ronny Riechelmann (redacted) 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 Ronny Riechelmann
2024-01-30 General Ronny Riechelmann (redacted) 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 Ronny Riechelmann
2024-01-30 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, Opwaarderen strippenkaart Total Revenue=575 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=30-01-2024 Opportunity Owner=Riechelmann, Ronny Status=Closed
2024-01-30 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, Opwaarderen strippenkaart Total Revenue=575 Changed Probability from 25% to 100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Changed Projected Close Date from 22-12-2023 to 30-01-2024 Opportunity Owner=Riechelmann, Ronny Changed Status from Active to Closed
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 2 Qualification Projected Close Date=22-12-2023 Changed Opportunity Owner from Gunther, Erik to Riechelmann, Ronny Status=Active
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": 575.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-01-30T00:00:00.000Z",
  "companyID": 901,
  "contactID": 30685026,
  "cost": 0.0,
  "createDate": "2023-12-15T10:38:36.963Z",
  "creatorResourceID": 29682927,
  "description": "Strippenkaart aanvullen.\n\n**************************************************************************\nSaldo van de strippenkaart is TE LAAG - Als niet wordt ingegrepen stopt de dienstverlening.\n**************************************************************************\n\nKlantnaam: Fysiotherapie Almere BV (1338GA51)\nContract: Fysiotherapie Almere BV (1338GA51) - 5x8 (STRIP)\n\nAccount manager: Ronny Riechelmann\n\nHuidig Saldo: € 75,90\n\nDit is de tweede waarschuwing. Als het saldo niet wordt aangevuld zal de dienstverlening stoppen!",
  "helpNeeded": "",
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  "lastActivity": "2024-01-31T14:55:44.000Z",
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  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682925,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-01-30T00:00:00.000Z",
  "promisedFulfillmentDate": null,
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  "stage": 29682776,
  "startDate": "2023-12-15T00:00:00.000Z",
  "status": 4,
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  "throughDate": null,
  "title": "Opwaarderen strippenkaart",
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}