Autotask Toolkit
v 2.13.2 PRODUB quotes Implemented
- Status
- Implemented
- Stage
- Stage 6 - Handover
- Win reason
- –
- Klant
- Flight 815 B.V. (1068VM197)
- Aangemaakt
- 2024-05-27
- Gesloten
- 2024-06-28
Beschrijving
UB quotes
Notes (7)
| Datum | Action type | Assigned to | Onderwerp / inhoud |
|---|---|---|---|
| 2024-06-28 | 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 "Losse opdracht or Project or Standaard (projecten)" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Project - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Erik Gunther |
| 2024-06-28 | Opportunity Update | Erik Gunther | Opportunity: None, UB quotes Total Revenue=0 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 6 - Handover Projected Close Date=26-06-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Implemented |
| 2024-06-19 | Opportunity Update | Erik Gunther | Opportunity: None, UB quotes Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 19-06-2024 to 26-06-2024 Opportunity Owner=Gunther, Erik Status=Active |
| 2024-06-14 | Opportunity Update | Erik Gunther | Opportunity: None, UB quotes Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 14-06-2024 to 19-06-2024 Opportunity Owner=Gunther, Erik Status=Active |
| 2024-06-13 | Opportunity Update | Erik Gunther | Opportunity: None, UB quotes Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 11-06-2024 to 14-06-2024 Opportunity Owner=Gunther, Erik Status=Active |
| 2024-06-04 | Opportunity Update | Erik Gunther | Opportunity: None, UB quotes Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 31-05-2024 to 11-06-2024 Opportunity Owner=Gunther, Erik Status=Active |
| 2024-05-27 | Opportunity Update | Erik Gunther | New Opportunity: None, UB quotes Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=31-05-2024 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": 0.0,
"assessmentScore": null,
"barriers": "",
"closedDate": "2024-06-28T00:00:00.000Z",
"companyID": 267,
"contactID": 30684932,
"cost": 0.0,
"createDate": "2024-05-27T09:31:14.687Z",
"creatorResourceID": 29682927,
"description": "UB quotes",
"helpNeeded": "",
"id": 1795,
"impersonatorCreatorResourceID": null,
"lastActivity": "2024-06-28T07:57:06.990Z",
"leadSource": null,
"lossReason": null,
"lossReasonDetail": "",
"lostDate": null,
"market": "",
"monthlyCost": 0.0,
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"nextStep": "",
"onetimeCost": 0.0,
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"opportunityCategoryID": 103,
"organizationalLevelAssociationID": null,
"ownerResourceID": 29682927,
"primaryCompetitor": null,
"probability": 100,
"productID": 2,
"projectedCloseDate": "2024-06-26T00:00:00.000Z",
"promisedFulfillmentDate": null,
"promotionName": "",
"quarterlyCost": 0.0,
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"rating": null,
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"revenueSpread": 0,
"revenueSpreadUnit": "",
"salesOrderID": null,
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"semiannualCost": 0.0,
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"stage": 29682776,
"startDate": "2024-05-27T00:00:00.000Z",
"status": 4,
"technicalAssessmentScore": null,
"throughDate": null,
"title": "UB quotes",
"totalAmountMonths": 1,
"useQuoteTotals": true,
"userDefinedFields": [],
"winReason": null,
"winReasonDetail": "",
"yearlyCost": 0.0,
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}