Autotask Toolkit

v 2.13.2 PROD

Afronden project, implementatie nieuw VM Platform Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Gemeente Stichtse Vecht (3601GR1)
Aangemaakt
2024-11-04
Gesloten
2024-11-13

Beschrijving

De offerte is digitaal getekend, dit staat helemaal onder op de laatste pagina 1 - afronden project; implementatie nieuwe voicemail platform - Hiervoor moeten we 1 dag extra besteden voor het aanleveren van een handleiding op maat (zat niet in de aanbesteding, zou de gemeente zelf doen) - Ik stel wel voor op nacalculatie want er kunnen nog wat aanpassingen/vragen uit voortkomen denk ik

Primary quote

Naam
#1691 — Afronden project, implementatie nieuw VM Platform
Effectief vanaf
2024-11-03
Vervaldatum
2024-12-04

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 8

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2024-11-13 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
2024-11-13 Opportunity Update Erik Gunther Opportunity: None, Afronden project, implementatie nieuw VM Platform Total Revenue=920 Changed Probability from 25% to 100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 15-11-2024 to 13-11-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-11-13 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
2024-11-13 Opportunity Update Erik Gunther Opportunity: None, Afronden project, implementatie nieuw VM Platform Total Revenue=920 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=15-11-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-11-08 Opportunity Update Erik Gunther Opportunity: None, Afronden project, implementatie nieuw VM Platform Total Revenue=920 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 05-11-2024 to 15-11-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-11-06 Opportunity Update Erik Gunther Opportunity: None, Afronden project, implementatie nieuw VM Platform Total Revenue=920 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=05-11-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-11-04 Opportunity Update Erik Gunther Opportunity: None, Afronden project, implementatie nieuw VM Platform Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=05-11-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-11-04 Opportunity Update Erik Gunther New Opportunity: None, Afronden project, implementatie nieuw VM Platform Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=05-11-2024 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
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  "assessmentScore": null,
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  "closedDate": "2024-11-13T00:00:00.000Z",
  "companyID": 285,
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  "description": "De offerte is digitaal getekend, dit staat helemaal onder op de laatste pagina\n\n\n1 - afronden project; implementatie nieuwe voicemail platform\n- Hiervoor moeten we 1 dag extra besteden voor het aanleveren van een handleiding op maat (zat niet in de aanbesteding, zou de gemeente zelf doen)\n- Ik stel wel voor op nacalculatie want er kunnen nog wat aanpassingen/vragen uit voortkomen denk ik",
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  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-11-13T00:00:00.000Z",
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