TEST Workflow rules Implemented

Status: Implemented
Stage: Stage 6 - Handover
Win reason: –

Klant: Flight 815 B.V. (1068VM197)
Aangemaakt: 2025-01-24
Gesloten: 2025-02-10

Beschrijving

Dit is een LOSSE OPDRACHT opportunity (dus niet voor een project) 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?

Notes (6)

Datum	Action type	Assigned to	Onderwerp / inhoud
2025-02-10	General	Frank Lunstroo	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; jveraar@tsv-groep.nl Initiated by Erik Gunther
2025-02-10	Opportunity Update	Erik Gunther	Opportunity: None, TEST Workflow rules Total Revenue=0 Changed Probability from 25% to 100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=24-01-2025 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Implemented
2025-01-24	General	Frank Lunstroo	Workflow Rule "[TSV-Opp Stage5] OPP check door Erik" fired. When an opportunity is: Edited And the following conditions are met: Stage equal to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Stage 5 overdracht maken) to egunther@tsv-groep.nl Create To-Do(s) Initiated by Erik Gunther
2025-01-24	General	Frank Lunstroo	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
2025-01-24	Opportunity Update	Erik Gunther	Opportunity: None, TEST Workflow rules Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=24-01-2025 Opportunity Owner=Lunstroo, Frank Status=Active
2025-01-24	Opportunity Update	Erik Gunther	New Opportunity: None, TEST Workflow rules Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=24-01-2025 Opportunity Owner=Lunstroo, Frank Status=Active

Volledige record uit Autotask

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