Autotask Toolkit

v 2.13.2 PROD

Test voor project omzetten Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 5 Closed - WON
Win reason
Klant
Flight 815 B.V. (1068VM197)
Aangemaakt
2020-08-31
Gesloten
2020-08-31

Beschrijving

Dit is een test

Primary quote

Naam
#479 — Test voor project omzetten
Effectief vanaf
2020-08-30
Vervaldatum
2020-09-30

Lalalala test

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Professional Services
Deze klant neemt 'PS diensten' af van TSV.
Product 10

Notes (3)

Datum Action type Assigned to Onderwerp / inhoud
2020-08-31 General David Hammel Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category equal to "Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON)) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; dhammel@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by David Hammel
2020-08-31 Opportunity Update David Hammel Closed Date: 31-08-2020 Notified: Subject: Closed Opportunity for Flight 815 B.V. (1068VM197) Body:
2020-08-31 Opportunity Update David Hammel New Opportunity: None, Test voor project omzettenTotal Revenue=0 Probability=0% Sales Stage=Stage 1 First Contact Projected Close Date=04-09-2020 Opportunity Owner=Hammel, David Status=Active
Volledige record uit Autotask
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 0.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2020-08-31T00:00:00.000Z",
  "companyID": 267,
  "contactID": 30683165,
  "cost": 650.0,
  "createDate": "2020-08-31T18:49:07.463Z",
  "creatorResourceID": 29682885,
  "description": "Dit is een test",
  "helpNeeded": "",
  "id": 503,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2020-08-31T18:53:00.837Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
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  "nextStep": "",
  "onetimeCost": 650.0,
  "onetimeRevenue": 0.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682885,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2020-09-04T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": 20,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682774,
  "startDate": "2020-08-31T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Test voor project omzetten",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}