Autotask Toolkit

v 2.13.2 PROD

Project change Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Gemeente Landsmeer (1121XC1)
Aangemaakt
2024-08-20
Gesloten
2024-08-23

Beschrijving

3x 4 uur met 2 man 1 van TSV 1 van Jorphone 7 oktober - 10 oktober - 15 oktober

Primary quote

Naam
#1628 — Project change
Effectief vanaf
2024-08-20
Vervaldatum
2024-09-21

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 12
2 Professional Services
Ingehuurd van Jorphone 		Product 12
3 Voorrijdkosten (project) Cost 3

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2024-08-23 General Erik Gunther 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 Erik Gunther
2024-08-23 Opportunity Update Erik Gunther Opportunity: None, Project change Total Revenue=3165 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=23-08-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-08-23 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 "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 Erik Gunther
2024-08-23 Opportunity Update Erik Gunther Opportunity: None, Project change Total Revenue=3165 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=23-08-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-08-21 Opportunity Update Erik Gunther Opportunity: None, Project change Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=23-08-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-08-20 Opportunity Update Erik Gunther New Opportunity: None, Project change Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=23-08-2024 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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  "assessmentScore": null,
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  "closedDate": "2024-08-23T00:00:00.000Z",
  "companyID": 283,
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  "creatorResourceID": 29682927,
  "description": "3x 4 uur met 2 man 1 van TSV 1 van Jorphone\n7 oktober - 10 oktober - 15 oktober",
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  "projectedCloseDate": "2024-08-23T00:00:00.000Z",
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