Autotask Toolkit

v 2.13.2 PROD

Training 10 personen Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Abonnementenland (1967DB1739)
Aangemaakt
2024-01-08
Gesloten
2024-01-09

Beschrijving

Wij zouden graag de Klantenservice medewerkers de training willen geven. Zijn er 10 dus dat komt mooi uit. Ik denk dat een week voor de livegang het mooiste moment is. Anders is alles weer uit de hoofden verdwenen.

Primary quote

Naam
#1463 — Training 10 personen
Effectief vanaf
2024-01-08
Vervaldatum
2024-02-09

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Professional Services
Training Alwina
Product 1

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2024-01-09 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
2024-01-09 Opportunity Update Erik Gunther Opportunity: None, Training 10 personen Total Revenue=600 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 10-01-2024 to 09-01-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-01-09 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
2024-01-09 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
2024-01-09 Opportunity Update Erik Gunther Opportunity: None, Training 10 personen Total Revenue=600 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=10-01-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-01-08 Opportunity Update Erik Gunther New Opportunity: None, Training 10 personen Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=10-01-2024 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
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