Autotask Toolkit

v 2.13.2 PROD

Opwaarderen strippenkaart Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Geveke Werktuigbouw BV (1014BA51)
Aangemaakt
2025-04-30
Gesloten
2025-05-14

Beschrijving

Akkoord op het opwaarderen van de strippenkaart met €1.600,00 ************************************************************************** Saldo van de strippenkaart is onder de ondergrens ************************************************************************** Klantnaam: Geveke Werktuigbouw BV (1014BA51) Contract: Geveke Werktuigbouw BV (1014BA51) - 7x8 (STRIP) Account manager: Jeroen Waldram Huidig Saldo: € 466,10 Dit is de eerste waarschuwing. Het saldo van de strippenkaart moet worden aangevuld, graag zsm actie. Vorige keer is 1600 euro gedaan, deze gaat ongeveer een half jaar mee

Primary quote

Naam
#1840 — Opwaarderen strippenkaart
Effectief vanaf
2025-05-13
Vervaldatum
2025-06-14

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 16

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2025-05-14 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-05-14 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
2025-05-14 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
2025-05-14 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen strippenkaart Total Revenue=1600 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 14-05-2025 to 14-05-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-05-14 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
2025-05-14 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
2025-05-14 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen strippenkaart Total Revenue=1600 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=30-05-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-04-30 Opportunity Update Erik Gunther New Opportunity: None, Opwaarderen strippenkaart Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=30-05-2025 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": 1600.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2025-05-14T00:00:00.000Z",
  "companyID": 292,
  "contactID": 30685377,
  "cost": 0.0,
  "createDate": "2025-04-30T08:46:38.260Z",
  "creatorResourceID": 29682927,
  "description": "Akkoord op het opwaarderen van de strippenkaart met €1.600,00\n\n\n**************************************************************************\nSaldo van de strippenkaart is onder de ondergrens\n**************************************************************************\n\nKlantnaam: Geveke Werktuigbouw BV (1014BA51)\nContract: Geveke Werktuigbouw BV (1014BA51) - 7x8 (STRIP)\n\nAccount manager: Jeroen Waldram\n\nHuidig Saldo: € 466,10\n\nDit is de eerste waarschuwing. Het saldo van de strippenkaart moet worden aangevuld, graag zsm actie.\n\nVorige keer is 1600 euro gedaan, deze gaat ongeveer een half jaar mee",
  "helpNeeded": "",
  "id": 2130,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-05-14T07:03:35.047Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 1600.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2025-05-14T00:00:00.000Z",
  "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": "2025-04-30T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Opwaarderen strippenkaart",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}