Autotask Toolkit

v 2.13.2 PROD

Opwaarderen SLA strippenkaart Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
GVB Exploitatie B.V. (1043HP106)
Aangemaakt
2025-04-15
Gesloten
2025-05-20

Beschrijving

Akkoord op ophogen strippenkaart met € 7.313,14 Dit bedrag is om het minbedrag te compenseren die er stond bij het aanbieden. PO: 4501208533 _____ huidige saldo is : € -7.313,14 Nog op te waarderen: €5.060,00 - bedrag : €2.253,14 Opwaarderen: € 7.313,14

Primary quote

Naam
#1816 — Opwaarderen SLA strippenkaart
Effectief vanaf
2025-04-15
Vervaldatum
2025-05-16

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer
Engineer rol voor werkzaamheden op een incident ticket 		Labor 63
2 Engineer
Engineer rol voor werkzaamheden op een incident ticket 		Labor 1

Notes (13)

Datum Action type Assigned to Onderwerp / inhoud
2025-05-20 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-05-20 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
2025-05-20 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
2025-05-20 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen SLA strippenkaart Total Revenue=7313 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 20-05-2025 to 20-05-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-05-20 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
2025-05-20 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
2025-05-20 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen SLA strippenkaart Total Revenue=7313 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=19-05-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-05-12 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen SLA strippenkaart Total Revenue=7313 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 06-05-2025 to 19-05-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-04-29 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen SLA strippenkaart Total Revenue=7313 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 29-04-2025 to 06-05-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-04-24 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen SLA strippenkaart Total Revenue=7313 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 25-04-2025 to 29-04-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-04-16 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen SLA strippenkaart Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=25-04-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-04-16 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen SLA strippenkaart Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=25-04-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-04-15 Opportunity Update Erik Gunther New Opportunity: None, Opwaarderen SLA strippenkaart Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=25-04-2025 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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