Autotask Toolkit

v 2.13.2 PROD

T20240702.0006 - nieuwe Simkaart Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Stichting Centrale Dierenambulance (1098TZ2)
Aangemaakt
2024-07-02
Gesloten
2024-07-03

Beschrijving

Omdat dit een bestaande klant is gelden de prijzen die vermeld zijn in de Quote (@Work). Inkoop document staat in de inkoop map.

Primary quote

Naam
#1595 — T20240702.0006 - nieuwe Simkaart
Effectief vanaf
2024-07-02
Vervaldatum
2024-08-03

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Mobiel | @Work 3GB
Deze klant neemt 'mobiele diensten of producten' af van TSV. 		Product 24

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Mobiel / Activeringskosten
Deze klant neemt 'mobiele diensten of producten' af van TSV. 		Product 1

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2024-07-02 1 KPI Telefonisch contact Ronny Riechelmann (redacted) Voorstel ondertekend? Voorstel is ondertekend en verwerkt in de mappen en autotask
2024-07-03 General Ronny Riechelmann (redacted) Workflow Rule "[TSV-Opp Stage6] Losse opdracht ready for handover - notify support team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Losse opdracht or TPS Orderbevestiging" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Losse opdracht - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Ronny Riechelmann
2024-07-03 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 "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; jveraar@tsv-groep.nl Initiated by Ronny Riechelmann
2024-07-03 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, T20240702.0006 - nieuwe Simkaart Total Revenue=332 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=09-07-2024 Opportunity Owner=Riechelmann, Ronny Status=Closed
2024-07-03 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 "Losse opdracht or Project or Standaard (projecten) or TPS Orderbevestiging" 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 flunstroo@tsv-groep.nl; revers@tsv-groep.nl Initiated by Ronny Riechelmann
2024-07-03 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, T20240702.0006 - nieuwe Simkaart Total Revenue=332 Changed Probability from 1% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=09-07-2024 Opportunity Owner=Riechelmann, Ronny Changed Status from Active to Closed
2024-07-02 General Ronny Riechelmann (redacted) A new lead has been assigned from Erik Gunther to Ronny Riechelmann Client: Stichting Centrale Dierenambulance (1098TZ2) Product: None Description: T20240702.0006 - nieuwe Simkaart Instructions: Additional Comments: Re-assigned from: Erik Gunther Re-assigned to: Ronny Riechelmann
2024-07-02 General Erik Gunther Workflow Rule "Technische Opportunity naar Sales Agent" fired.
When an opportunity is: Created And the following conditions are met: Opportunity Owner not in list "Gunther, Erik or Hammel, David or Lunstroo, Frank or Riechelmann, Ronny or Veldkamp, Alex or Waldram, Jeroen" Then execute the following actions: Set Opportunity Owner To "Gunther, Erik" Set Probability To "1" Send notification e-mail (Opportunity - Re-assigned (Wizard)) to egunther@tsv-groep.nl Initiated by André Kik
2024-07-02 Opportunity Update André Kik New Opportunity: None, T20240702.0006 - nieuwe Simkaart Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=09-07-2024 Opportunity Owner=Kik, André Status=Active
Volledige record uit Autotask 
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  "assessmentScore": null,
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  "closedDate": "2024-07-03T00:00:00.000Z",
  "companyID": 411,
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  "creatorResourceID": 29682888,
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