Autotask Toolkit

v 2.13.2 PROD

Strippenkaart opwaarderen Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
GVB Exploitatie B.V. (1043HP106)
Aangemaakt
2025-08-25
Gesloten
2025-10-21

Beschrijving

Akkoord op opwaarderen van de strippenkaart met 4.000,00 euro. De initiële offerte is verstuurd voor 1.840,00 echter is het PO proces van GVB ingehaald door het verbruik van de strippenkaart. Zodoende is de PO afgegeven op 4.000,00 in plaats van 1.840,00 Betaling 100% vooraf INKOOPORDER: 4501208533

Primary quote

Naam
#1884 — Strippenkaart opwaarderen
Effectief vanaf
2025-08-26
Vervaldatum
2025-09-27

Eenmalige items (1)

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

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2025-10-21 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-10-21 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
2025-10-21 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
2025-10-21 Opportunity Update Erik Gunther Opportunity: None, Strippenkaart opwaarderen Total Revenue=4000 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 21-10-2025 to 21-10-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-10-21 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
2025-10-21 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
2025-10-21 Opportunity Update Erik Gunther Opportunity: None, Strippenkaart opwaarderen Total Revenue=4000 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=22-10-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-10-15 Opportunity Update Erik Gunther Opportunity: None, Strippenkaart opwaarderen Total Revenue=1840 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 24-09-2025 to 22-10-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-09-12 Opportunity Update Erik Gunther Opportunity: None, Strippenkaart opwaarderen Total Revenue=1840 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 11-09-2025 to 24-09-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-08-27 Opportunity Update Erik Gunther Opportunity: None, Strippenkaart opwaarderen Total Revenue=1840 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=11-09-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-08-25 Opportunity Update Erik Gunther New Opportunity: None, Strippenkaart opwaarderen Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=11-09-2025 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": 4000.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2025-10-21T00:00:00.000Z",
  "companyID": 299,
  "contactID": 30686091,
  "cost": 0.0,
  "createDate": "2025-08-25T08:57:01.580Z",
  "creatorResourceID": 29682927,
  "description": "Akkoord op opwaarderen van de strippenkaart met 4.000,00 euro.\nDe initiële offerte is verstuurd voor 1.840,00 echter is het PO proces van GVB ingehaald door het verbruik van de strippenkaart.\nZodoende is de PO afgegeven op 4.000,00 in plaats van 1.840,00\n\nBetaling 100% vooraf\n\nINKOOPORDER: 4501208533",
  "helpNeeded": "",
  "id": 2208,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-10-21T12:51:57.123Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 4000.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2025-10-21T00:00:00.000Z",
  "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": "2025-08-25T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Strippenkaart opwaarderen",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}