Autotask Toolkit

v 2.13.2 PROD

Verhogen strippenkaart Kore AI Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Ayvens (1114AN30)
Aangemaakt
2025-02-14
Gesloten
2025-02-18

Beschrijving

Akkoord ontvangen voor het verhogen van de project retainer ter waarde van €4.600,00 Verhogen strippenkaart Kore AI Vorige keer 4600 huidige saldo circa € 500,00 Overleggen met Henk, huidige strippenkaart is nog niet betaald en nu al weer op, Gerko is veel bezig op dit moment voor Kore AI, Hoger bedrag aanbieden?

Primary quote

Naam
#1770 — Verhogen strippenkaart Kore AI
Effectief vanaf
2025-02-13
Vervaldatum
2025-03-14

Eenmalige items (1)

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

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2025-02-18 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-02-18 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; jveraar@tsv-groep.nl Initiated by Erik Gunther
2025-02-18 Opportunity Update Erik Gunther Opportunity: None, Verhogen strippenkaart Kore AI Total Revenue=4600 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 18-02-2025 to 18-02-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-02-18 General Erik Gunther Workflow Rule "[TSV-Opp Stage5] OPP check door Erik" fired.
When an opportunity is: Edited And the following conditions are met: Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Set Probability To "100" Set Projected Close Date To 0 Business Day(s) from Current Time Send notification e-mail ([TSV-Opportunity] Stage 5 overdracht maken) to egunther@tsv-groep.nl Create To-Do(s) Initiated by Erik Gunther
2025-02-18 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
2025-02-18 Opportunity Update Erik Gunther Opportunity: None, Verhogen strippenkaart Kore AI Total Revenue=4600 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=21-02-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-02-17 Opportunity Update Erik Gunther Opportunity: None, Verhogen strippenkaart Kore AI Total Revenue=4600 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=21-02-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-02-17 Opportunity Update Erik Gunther Opportunity: None, Verhogen strippenkaart Kore AI Total Revenue=4600 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=21-02-2025 Changed Opportunity Owner from Lunstroo, Frank to Gunther, Erik Status=Active
2025-02-14 Opportunity Update Frank Lunstroo New Opportunity: None, Verhogen strippenkaart Kore AI Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=21-02-2025 Opportunity Owner=Lunstroo, Frank 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": "2025-02-18T00:00:00.000Z",
  "companyID": 347,
  "contactID": 30686086,
  "cost": 0.0,
  "createDate": "2025-02-14T16:37:28.883Z",
  "creatorResourceID": 29682902,
  "description": "Akkoord ontvangen voor het verhogen van de project retainer ter waarde van €4.600,00\n\nVerhogen strippenkaart Kore AI\nVorige keer 4600\nhuidige saldo circa € 500,00\n\nOverleggen met Henk, huidige strippenkaart is nog niet betaald en nu al weer op, Gerko is veel bezig op dit moment voor Kore AI, Hoger bedrag aanbieden?",
  "helpNeeded": "",
  "id": 2055,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-02-18T10:46:38.347Z",
  "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": "2025-02-18T00:00:00.000Z",
  "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": "2025-02-14T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Verhogen strippenkaart Kore AI",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}