Autotask Toolkit

v 2.13.2 PROD

Gemeente Velsen Kostenindicatie Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 5 Closed - LOST
Win reason
Klant
Gemeente Velsen (1971EN1)
Aangemaakt
2024-11-18
Gesloten
2024-11-18

Beschrijving

Per ongeluk dubbele OB aangemaakt. Zie 1955

Primary quote

Naam
#1699 — Kostenindicatie: T20241107.0014 Dialplan aanpassen.
Effectief vanaf
2024-11-17
Vervaldatum
2024-12-18

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project
Labor 4
2 Voorrijdkosten (project) Cost 1

Notes (3)

Datum Action type Assigned to Onderwerp / inhoud
2024-11-18 General Jeroen Waldram Workflow Rule "[TSV-Opp LOST] Opportunity closed & LOST - notify salesmanager" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Losse opdracht or Project or Standaard (projecten)" Stage changed to "Stage 5 Closed - LOST" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity Closed (LOST)) to aveldkamp@tsv-groep.nl; flunstroo@tsv-groep.nl; ldehaan@tsv-groep.nl Initiated by Jeroen Waldram
2024-11-18 Opportunity Update Jeroen Waldram Opportunity: None, Gemeente Velsen Kostenindicatie Total Revenue=595 Changed Probability from 25% to 0% Changed Status from Stage 1 First Contact to Stage 5 Closed - LOST Projected Close Date=18-11-2024 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2024-11-18 Opportunity Update Jeroen Waldram New Opportunity: None, Kostenindicatie: T20241107.0014 Dialplan aanpassen. Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=18-11-2024 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 595.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-11-18T00:00:00.000Z",
  "companyID": 288,
  "contactID": 30683294,
  "cost": 85.0,
  "createDate": "2024-11-18T10:49:29.630Z",
  "creatorResourceID": 29682918,
  "description": "Per ongeluk dubbele OB aangemaakt. Zie 1955",
  "helpNeeded": "",
  "id": 1965,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-11-18T13:35:20.560Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "Per ongeluk dubbele OB aangemaakt. Zie 1955",
  "lostDate": null,
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  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 85.0,
  "onetimeRevenue": 595.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
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  "productID": 2,
  "projectedCloseDate": "2024-11-18T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
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  "semiannualCost": 0.0,
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  "stage": 29682775,
  "startDate": "2024-11-18T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Gemeente Velsen Kostenindicatie",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}