Autotask Toolkit

v 2.13.2 PROD

Kostenindicatie: T20241107.0013 Intercom hek Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
DPS - Dutch Protein & Services b.v. (4004JT3)
Aangemaakt
2024-11-11
Gesloten
2024-11-12

Beschrijving

Aantal uren: 4 Aantal keer voorrijden: 1 Op basis van nacalculatie Deurintercom zit niet in het servicecontract en als het in het netwerk zit is dat ook niet gedekt. Mocht het wel onder het servicecontract vallen dan worden er geen kosten in rekening gebracht.

Primary quote

Naam
#1697 — Kostenindicatie: T20241107.0013 Intercom hek
Effectief vanaf
2024-11-11
Vervaldatum
2024-12-12

Eenmalige items (2)

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

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2024-11-12 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
2024-11-12 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: T20241107.0013 Intercom hek Total Revenue=595 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=18-11-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-11-12 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: T20241107.0013 Intercom hek Total Revenue=595 Probability=100% Sales Stage=Stage 5 Closed - WON Projected Close Date=18-11-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-11-12 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
2024-11-12 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: T20241107.0013 Intercom hek Total Revenue=595 Changed Probability from 10% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=18-11-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-11-12 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: T20241107.0013 Intercom hek Total Revenue=0 Changed Probability from 1% to 10% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=18-11-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-11-11 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 Gerko Oskam
2024-11-11 Opportunity Update Gerko Oskam New Opportunity: None, Kostenindicatie: T20241107.0013 Intercom hek Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=18-11-2024 Opportunity Owner=Oskam, Gerko Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 595.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-11-12T00:00:00.000Z",
  "companyID": 902,
  "contactID": 30685027,
  "cost": 0.0,
  "createDate": "2024-11-11T15:02:20.157Z",
  "creatorResourceID": 29682891,
  "description": "Aantal uren: 4\n\nAantal keer voorrijden: 1\n\nOp basis van nacalculatie\n\nDeurintercom zit niet in het servicecontract en als het in het netwerk zit is dat ook niet gedekt. Mocht het wel onder het servicecontract vallen dan worden er geen kosten in rekening gebracht.",
  "helpNeeded": "",
  "id": 1956,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-11-12T13:22:57.630Z",
  "leadSource": null,
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  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 595.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-11-18T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682776,
  "startDate": "2024-11-11T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Kostenindicatie: T20241107.0013 Intercom hek",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}