Autotask Toolkit

v 2.13.2 PROD

Extra trainingen Closed

📁 SharePoint-folder

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

Beschrijving

1 dagdeel training voor receptie/backoffice extra uitleg (dinsdag 16 september smiddags 13:00 tot 17:00 ). 1 dagdeel training voor bespreken benutten nieuwe functionaliteiten voor Middelpunt – receptie (dinsdag ochtend 12 november 09:00 tot 12:00) Trainingen van Alwina 635, per dagdeel Graag vermelden trainingen op basis van nacalculatie want het kan zijn dat er nog 1 extra training afgenomen zal worden.

Primary quote

Naam
#1630 — Extra trainingen
Effectief vanaf
2024-08-22
Vervaldatum
2024-09-23

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Training receptie/backoffice
Training receptie/backoffice 		Product 1
2 Training voor de nieuw functionaliteiten
Training voor de nieuw functionaliteiten 		Product 1

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, Extra trainingen Total Revenue=1270 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=23-08-2024 Opportunity Owner=Gunther, Erik Status=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, Extra trainingen Total Revenue=1270 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 Changed Status from Active to Closed
2024-08-21 Opportunity Update Erik Gunther Opportunity: None, Extra trainingen 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, Extra trainingen 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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