Autotask Toolkit

v 2.13.2 PROD

Wijzigingen DAB/SLA Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Gemeente Stichtse Vecht (3601GR1)
Aangemaakt
2025-09-08
Gesloten
2025-10-06

Beschrijving

Let op, deze opp hoeft alleen gefactureerd te worden. De offerte is voor het afdekken van uren van David. David is al op de hoogte van het akkoord. De factuur mag gelijk gestuurd worden. De getekende offerte is digitaal getekend, dit vind je onder in het document terug.

Primary quote

Naam
#1899 — Wijzigingen DAB/SLA
Effectief vanaf
2025-10-05
Vervaldatum
2025-11-06

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Project Management
Project management werkzaamheden voor de afdeling projecten van TSV
Labor 4

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2025-10-06 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-10-06 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
2025-10-06 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
2025-10-06 Opportunity Update Erik Gunther Opportunity: None, Wijzigingen DAB/SLA Total Revenue=500 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 06-10-2025 to 06-10-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-10-06 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
2025-10-06 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
2025-10-06 Opportunity Update Erik Gunther Opportunity: None, Wijzigingen DAB/SLA Total Revenue=500 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=03-10-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-10-06 Opportunity Update Erik Gunther Opportunity: None, Wijzigingen DAB/SLA Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=03-10-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-09-12 Opportunity Update Erik Gunther Opportunity: None, Wijzigingen DAB/SLA Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 12-09-2025 to 03-10-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-09-08 Opportunity Update Erik Gunther New Opportunity: None, Wijzigingen DAB/SLA Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=12-09-2025 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 500.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2025-10-06T00:00:00.000Z",
  "companyID": 285,
  "contactID": 30686029,
  "cost": 0.0,
  "createDate": "2025-09-08T14:53:51.883Z",
  "creatorResourceID": 29682927,
  "description": "Let op, deze opp hoeft alleen gefactureerd te worden.\nDe offerte is voor het afdekken van uren van David. David is al op de hoogte van het akkoord.\n\nDe factuur mag gelijk gestuurd worden.\n\nDe getekende offerte is digitaal getekend, dit vind je onder in het document terug.",
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  "productID": 2,
  "projectedCloseDate": "2025-10-06T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "stage": 29682776,
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  "status": 3,
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  "title": "Wijzigingen DAB/SLA",
  "totalAmountMonths": 1,
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