Autotask Toolkit

v 2.13.2 PROD

Arbeid t.b.v. aanpassingen Connecsy Apeldoorn Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Stichting 's Heeren Loo Zorggroep (3818LA11)
Aangemaakt
2020-10-15
Gesloten
2021-09-07

Beschrijving

Arbeid t.b.v. aanpassingen Connecsy Apeldoorn

Primary quote

Naam
#540 — Arbeid t.b.v. aanpassingen Connecsy Apeldoorn
Effectief vanaf
2020-10-14
Vervaldatum
2020-11-15

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Professional Services
Project Engineer 16x 107 Voorrijdagen tabel 2, 2x 125
Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2021-09-10 General Jeroen Waldram Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Frank Lunstroo
2021-09-10 Opportunity Update Frank Lunstroo Opportunity: None, Arbeid t.b.v. aanpassingen Connecsy Apeldoorn Total Revenue=1962 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 18-12-2020 to 07-09-2021 Changed Opportunity Owner from Hout, Antoine van den to Waldram, Jeroen Status=Closed
2021-09-07 General Redacted Resource (redacted) 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 "Standaard (aanpassing 1 AV) OR 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) aanmaken kostenplaats) to revers@tsv-groep.nl Initiated by Jeroen Waldram
2021-09-07 General Redacted Resource (redacted) 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 in list "Standaard (aanpassing 1 AV) OR 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 flunstroo@tsv-groep.nl Initiated by Jeroen Waldram
2021-09-07 Opportunity Update Jeroen Waldram Opportunity: None, Arbeid t.b.v. aanpassingen Connecsy Apeldoorn Total Revenue=1962 Changed Probability from 75% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=18-12-2020 Opportunity Owner=Hout, Antoine van den Changed Status from Active to Closed
2020-12-01 0 Quick Note Redacted Resource (redacted) Offerte verstuurd aan 's Heeren Loo
2020-12-01 Opportunity Update Redacted Resource (redacted) Opportunity: None, Arbeid t.b.v. aanpassingen Connecsy ApeldoornTotal Revenue=1962 Changed Probability from 50% to 75% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Changed Projected Close Date from 20-11-2020 to 18-12-2020 Opportunity Owner=Hout, Antoine van den Status=Active
2020-10-15 Opportunity Update Frank Lunstroo New Opportunity: None, Arbeid t.b.v. aanpassingen Connecsy ApeldoornTotal Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=20-11-2020 Opportunity Owner=Hout, Antoine van den Status=Active
Volledige record uit Autotask
{
  "advancedField1": 1962.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1962.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-09-07T00:00:00.000Z",
  "companyID": 408,
  "contactID": 30683785,
  "cost": 0.0,
  "createDate": "2020-10-15T14:20:35.657Z",
  "creatorResourceID": 29682902,
  "description": "Arbeid t.b.v. aanpassingen Connecsy Apeldoorn",
  "helpNeeded": "",
  "id": 576,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-09-10T12:22:55.560Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 1962.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2021-09-07T00:00:00.000Z",
  "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": "2020-10-15T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Arbeid t.b.v. aanpassingen Connecsy Apeldoorn",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}