Autotask Toolkit

v 2.13.2 PROD

Strippenkaart opwaarderen Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Ayvens (1114AN30)
Aangemaakt
2024-11-13
Gesloten
2024-12-04

Beschrijving

Stippenkaart opwaarderen met €4.600,00 Dit is de normale strippenkaart voor adds & changes Vorige keer was 4600 Is het een bestaande klant? Zo ja in welke TSV Identiteit en vallen de producten en diensten onder deze identiteit of een andere Is de offerte een uitbreiding op een bestaande dienst? Indien ja, is de huidige prijs gecheckt bij Jessica?

Primary quote

Naam
#1715 — Strippenkaart opwaarderen
Effectief vanaf
2024-11-28
Vervaldatum
2024-12-29

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 40

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2024-12-04 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
2024-12-04 Opportunity Update Erik Gunther Opportunity: None, Strippenkaart opwaarderen Total Revenue=4600 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=04-12-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-12-04 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
2024-12-04 Opportunity Update Erik Gunther Opportunity: None, Strippenkaart opwaarderen Total Revenue=4600 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 02-12-2024 to 04-12-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-11-29 Opportunity Update Erik Gunther Opportunity: None, Strippenkaart opwaarderen Total Revenue=4600 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=02-12-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-11-25 Opportunity Update Erik Gunther Opportunity: None, Strippenkaart opwaarderen Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 15-11-2024 to 02-12-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-11-13 Opportunity Update Erik Gunther Opportunity: None, Strippenkaart opwaarderen Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=15-11-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-11-13 Opportunity Update Erik Gunther New Opportunity: None, Strippenkaart opwaarderen Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=15-11-2024 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 4600.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-12-04T00:00:00.000Z",
  "companyID": 347,
  "contactID": 30685369,
  "cost": 0.0,
  "createDate": "2024-11-13T10:36:54.387Z",
  "creatorResourceID": 29682927,
  "description": "Stippenkaart opwaarderen met €4.600,00\nDit is de normale strippenkaart voor adds & changes\n\n\nVorige keer was 4600\n\nIs het een bestaande klant?\nZo ja in welke TSV Identiteit en vallen de producten en diensten onder deze identiteit of een andere\nIs de offerte een uitbreiding op een bestaande dienst?\nIndien ja, is de huidige prijs gecheckt bij Jessica?",
  "helpNeeded": "",
  "id": 1958,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-12-04T08:36:59.270Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 4600.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-12-04T00:00:00.000Z",
  "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": "2024-11-13T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Strippenkaart opwaarderen",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}