Autotask Toolkit

v 2.13.2 PROD

UB quotes Implemented

📁 SharePoint-folder

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
{
  "advancedField1": 0.0,
  "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,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 0.0,
  "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,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682776,
  "startDate": "2024-05-27T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "UB quotes",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}