Autotask Toolkit

v 2.13.2 PROD

Test Workflow rule Alex Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Flight 815 B.V. (1068VM197)
Aangemaakt
2025-03-03
Gesloten
2025-03-03

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?

Primary quote

Naam
#1786 — Test Workflow rule Alex
Effectief vanaf
2025-03-02
Vervaldatum
2025-04-03

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Mobiel
Deze klant neemt 'mobiele diensten of producten' af van TSV. 		Product 10

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Professional Services
Deze klant neemt 'PS diensten' af van TSV. 		Product 1

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2025-03-03 General Erik Gunther Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify Alex" fired.
When an opportunity is: Edited And the following conditions are met: Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail (Opp. Stage 6 Alex) to aveldkamp@tsv-groep.nl; egunther@tsv-groep.nl Initiated by Erik Gunther
2025-03-03 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
2025-03-03 Opportunity Update Erik Gunther Opportunity: None, Test Workflow rule Alex Total Revenue=600 Probability=100% Changed Status from Stage 2 Qualification to Stage 6 - Handover Changed Projected Close Date from 07-03-2025 to 03-03-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-03-03 Opportunity Update Erik Gunther Opportunity: None, Test Workflow rule Alex Total Revenue=600 Probability=100% Changed Status from Stage 6 - Handover to Stage 2 Qualification Projected Close Date=07-03-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-03-03 Opportunity Update Erik Gunther Opportunity: None, Test Workflow rule Alex Total Revenue=600 Changed Probability from 25% to 100% Sales Stage=Stage 6 - Handover Projected Close Date=07-03-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-03-03 General Erik Gunther Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify Alex" fired.
When an opportunity is: Edited And the following conditions are met: Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail (Opp. Stage 6 Alex) to aveldkamp@tsv-groep.nl; egunther@tsv-groep.nl Initiated by Erik Gunther
2025-03-03 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
2025-03-03 Opportunity Update Erik Gunther Opportunity: None, Test Workflow rule Alex Total Revenue=600 Probability=25% Changed Status from Stage 1 First Contact to Stage 6 - Handover Projected Close Date=07-03-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-03-03 Opportunity Update Erik Gunther New Opportunity: None, Test Workflow rule Alex Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=07-03-2025 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": 600.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2025-03-03T00:00:00.000Z",
  "companyID": 267,
  "contactID": 30684932,
  "cost": 0.0,
  "createDate": "2025-03-03T15:10:35.333Z",
  "creatorResourceID": 29682927,
  "description": "Dit is een LOSSE OPDRACHT opportunity (dus niet voor een project)\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": 2070,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-03-03T15:13:56.387Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 500.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 100.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2025-03-03T00:00:00.000Z",
  "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": "2025-02-24T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Test Workflow rule Alex",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}