Autotask Toolkit

v 2.13.2 PROD

T20241007.0014 - Afspraak op locatie Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Chane Terminal Welplaat B.V. (3197KR9)
Aangemaakt
2024-10-07
Gesloten
2024-10-10

Beschrijving

Beste TPS/TSV support team, Graag zouden we een halve dag support willen inkopen bij ons op locatie. Het doel hiervan is het aanpassen van de routeringen van een aantal intercoms. Hiervoor hebben we naast jullie nog een andere partij nodig die over de intercoms gaat (beveiligingsspecialist. Die partij heeft ook kennis van netwerken. Kunnen jullie aangeven op welke dag(-en) dit het beste zou passen? Gerard de Vries Business IT Officer Chane Terminal Welplaat +31 6 11 21 85 38

Primary quote

Naam
#1666 — T20241007.0014 - Afspraak op locatie
Effectief vanaf
2024-10-09
Vervaldatum
2024-11-10

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer
Engineer rol voor werkzaamheden op een incident ticket
Labor 4
2 Voorrijdkosten Cost 1

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2024-10-10 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
2024-10-10 Opportunity Update Erik Gunther Opportunity: None, T20241007.0014 - Afspraak op locatie Total Revenue=595 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=10-10-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-10-10 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
2024-10-10 Opportunity Update Erik Gunther Opportunity: None, T20241007.0014 - Afspraak op locatie Total Revenue=595 Changed Probability from 1% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Changed Projected Close Date from 14-10-2024 to 10-10-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-10-07 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
2024-10-07 Opportunity Update André Kik New Opportunity: None, T20241007.0014 - Afspraak op locatie Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=14-10-2024 Opportunity Owner=Kik, André Status=Active
Volledige record uit Autotask
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  "amount": 595.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-10-10T00:00:00.000Z",
  "companyID": 889,
  "contactID": 30685807,
  "cost": 85.0,
  "createDate": "2024-10-07T11:26:58.650Z",
  "creatorResourceID": 29682888,
  "description": "Beste TPS/TSV support team,\n\n\nGraag zouden we een halve dag support willen inkopen bij ons op locatie.\n\n\nHet doel hiervan is het aanpassen van de routeringen van een aantal intercoms. Hiervoor hebben we naast jullie nog een andere partij nodig die over de intercoms gaat (beveiligingsspecialist. Die partij heeft ook kennis van netwerken.\n\n\nKunnen jullie aangeven op welke dag(-en) dit het beste zou passen?\n\n\nGerard de Vries\n\nBusiness IT Officer\n\nChane Terminal Welplaat\n+31 6 11 21 85 38",
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  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
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  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-10-10T00:00:00.000Z",
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  "title": "T20241007.0014 - Afspraak op locatie",
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