Autotask Toolkit

v 2.13.2 PROD

Opwaarderen strippenkaart Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Gemeente Stichtse Vecht (3601GR1)
Aangemaakt
2025-08-27
Gesloten
2025-10-02

Beschrijving

Akkoord ontvangen op een ophoging van 50 uur. Document is digitaal getekend betaling 100% vooraf

Primary quote

Naam
#1888 — Opwaarderen strippenkaart
Effectief vanaf
2025-09-04
Vervaldatum
2025-10-05

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer
Engineer rol voor werkzaamheden op een incident ticket
Labor 50

Notes (12)

Datum Action type Assigned to Onderwerp / inhoud
2025-10-02 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-10-02 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
2025-10-02 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
2025-10-02 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen strippenkaart Total Revenue=5750 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 02-10-2025 to 02-10-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-10-02 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
2025-10-02 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
2025-10-02 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen strippenkaart Total Revenue=5750 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=25-09-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-09-12 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen strippenkaart Total Revenue=5750 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 12-09-2025 to 25-09-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-09-05 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen strippenkaart Total Revenue=5750 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 05-09-2025 to 12-09-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-09-05 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen strippenkaart Total Revenue=5750 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=05-09-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-08-27 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen strippenkaart Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=05-09-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-08-27 Opportunity Update Erik Gunther New Opportunity: None, Opwaarderen strippenkaart Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=05-09-2025 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": 5750.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2025-10-02T00:00:00.000Z",
  "companyID": 285,
  "contactID": 30686029,
  "cost": 0.0,
  "createDate": "2025-08-27T08:38:14.363Z",
  "creatorResourceID": 29682927,
  "description": "Akkoord ontvangen op een ophoging van 50 uur.\nDocument is digitaal getekend \nbetaling 100% vooraf",
  "helpNeeded": "",
  "id": 2213,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-10-02T14:14:50.697Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 5750.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2025-10-02T00:00:00.000Z",
  "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": "2025-08-27T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Opwaarderen strippenkaart",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}