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
2025-03-31
Gesloten
2025-04-02

Beschrijving

Akkoord op: Verhogen Kore AI strippenkaart met 40 uur ofwel 4600 euro Let op, deze is voor de Kore AI project retainer.

Primary quote

Naam
#1805 — Verhogen strippenkaart Kore AI
Effectief vanaf
2025-03-31
Vervaldatum
2025-05-01

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer
Engineer rol voor werkzaamheden op een incident ticket
Labor 40

Notes (12)

Datum Action type Assigned to Onderwerp / inhoud
2025-04-02 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-04-02 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 Initiated by Erik Gunther
2025-04-02 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
2025-04-02 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 02-04-2025 to 02-04-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-04-02 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
2025-04-02 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
2025-04-02 Opportunity Update Erik Gunther Opportunity: None, Verhogen strippenkaart Kore AI Total Revenue=4600 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=01-04-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-04-01 Opportunity Update Erik Gunther Opportunity: None, Verhogen strippenkaart Kore AI Total Revenue=4600 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 3 Proposal Sent Changed Projected Close Date from 01-04-2025 to 01-04-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-04-01 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
2025-04-01 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
2025-04-01 Opportunity Update Erik Gunther Opportunity: None, Verhogen strippenkaart Kore AI Total Revenue=4600 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=04-04-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-03-31 Opportunity Update Erik Gunther New Opportunity: None, Verhogen strippenkaart Kore AI Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=04-04-2025 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
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  "closedDate": "2025-04-02T00:00:00.000Z",
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