Autotask Toolkit

v 2.13.2 PROD

Opwaarderen strippenkaart Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Rotterdamse Mobiliteit Centrale RMC BV (3047AT21-29)
Aangemaakt
2024-05-06
Gesloten
2024-05-16

Beschrijving

Wij hebben akkoord ontvangen voor het opwaarderen van de strippenkaart. Graag factuur voor het totaalbedrag van 2.300,00 euro versturen en zorg dragen voor het opwaarderen van het strippenkaart tegoed.

Primary quote

Naam
#1550 — Opwaarderen strippenkaart
Effectief vanaf
2024-05-05
Vervaldatum
2024-06-06

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 20

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2024-05-16 General Frank Lunstroo 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 Frank Lunstroo
2024-05-16 General Frank Lunstroo 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 Frank Lunstroo
2024-05-16 General Frank Lunstroo 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 Frank Lunstroo
2024-05-16 Opportunity Update Frank Lunstroo Opportunity: None, Opwaarderen strippenkaart Total Revenue=2300 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=16-05-2024 Opportunity Owner=Lunstroo, Frank Status=Closed
2024-05-16 Opportunity Update Frank Lunstroo Opportunity: None, Opwaarderen strippenkaart Total Revenue=2300 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=16-05-2024 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2024-05-14 Opportunity Update Frank Lunstroo Opportunity: None, Opwaarderen strippenkaart Total Revenue=2300 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 13-05-2024 to 16-05-2024 Opportunity Owner=Lunstroo, Frank Status=Active
2024-05-06 Opportunity Update Frank Lunstroo New Opportunity: None, Opwaarderen strippenkaart Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=13-05-2024 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 2300.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-05-16T00:00:00.000Z",
  "companyID": 386,
  "contactID": 30683724,
  "cost": 0.0,
  "createDate": "2024-05-06T12:08:06.023Z",
  "creatorResourceID": 29682902,
  "description": "Wij hebben akkoord ontvangen voor het opwaarderen van de strippenkaart.\n\nGraag factuur voor het totaalbedrag van 2.300,00 euro versturen en zorg dragen voor het opwaarderen van het strippenkaart tegoed.",
  "helpNeeded": "",
  "id": 1780,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-05-16T15:22:25.527Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 2300.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-05-16T00:00:00.000Z",
  "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": "2024-05-06T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Opwaarderen strippenkaart",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}