Autotask Toolkit

v 2.13.2 PROD

Treehouse - vebeteren integratie ZOHO CRM Active

📁 SharePoint-folder

Status
Active
Stage
Stage 2 Qualification
Rating
–
Category
Project
Lead source
–
Programma KPI
–
Bedrag
€ 0,00
Kosten
€ 0,00
Probability
50%
Klant
TreeHouse B.V. (3011GB555)
Contact
Denise Driel
Owner
Jeroen Waldram
Aangemaakt
2024-12-06
Start
2024-12-06
Projected close
2026-09-25
Laatste activiteit
2026-06-05 06:57

Beschrijving

Dit is een PROJECT opportunity (dus niet voor een losse opdracht) Aandachtspunten: - Ongeacht wie bestaande contractant is (Provider X of TSV-Connect), de klant dient altijd een formele opzegging te doen. Daarnaast is de klant altijd verantwoordelijk voor het geven van de nummer informatie en goedkeuring voor portering. - Denk na over de start van de facturatie van verschillende onderdelen, zorg dat dit actief is besproken in het offerte traject. - Bij bestaande klanten op TSV-Groep checken bij wijziging dienstverlening of deze ook in andere BV's bekend is binnen Exact. Bijv. Beheer of Connect.

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2026-06-05 Opportunity Update Jeroen Waldram Opportunity: None, Treehouse - vebeteren integratie ZOHO CRM Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 05-06-2026 to 25-09-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-05-12 Opportunity Update Jeroen Waldram Opportunity: None, Treehouse - vebeteren integratie ZOHO CRM Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 30-04-2026 to 05-06-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-03-31 Opportunity Update Jeroen Waldram Opportunity: None, Treehouse - vebeteren integratie ZOHO CRM Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 27-03-2026 to 30-04-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-03-18 Opportunity Update Jeroen Waldram Opportunity: None, Treehouse - vebeteren integratie ZOHO CRM Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=27-03-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-03-17 Opportunity Update Jeroen Waldram Opportunity: None, Treehouse - vebeteren integratie SOHO CRM Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=27-03-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-01-23 Opportunity Update Jeroen Waldram Opportunity: None, Treehouse - Chatbot Buzzeasy Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 23-01-2026 to 27-03-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2025-09-28 Opportunity Update Jeroen Waldram Opportunity: None, Treehouse - Chatbot Buzzeasy Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 26-09-2025 to 23-01-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2025-04-22 Opportunity Update Jeroen Waldram Opportunity: None, Treehouse - Chatbot Buzzeasy Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 30-04-2025 to 26-09-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2025-03-27 Opportunity Update Jeroen Waldram Opportunity: None, Treehouse - Chatbot Buzzeasy Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 27-03-2025 to 30-04-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2025-01-03 Opportunity Update Jeroen Waldram Opportunity: None, Treehouse - Chatbot Buzzeasy Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 03-01-2025 to 27-03-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2024-12-06 Opportunity Update Jeroen Waldram New Opportunity: None, Treehouse - Chatbot Buzzeasy Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=03-01-2025 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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  "productID": 2,
  "projectedCloseDate": "2026-09-25T00:00:00.000Z",
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  "title": "Treehouse - vebeteren integratie ZOHO CRM",
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