Autotask Toolkit

v 2.13.2 PROD

Maand verlenging service overeenkomst Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Gemeente Tilburg (5038TC128)
Aangemaakt
2020-10-26
Gesloten
2020-11-24

Beschrijving

- looptijd: 01.11.2020 – 01.12.2020 - automatische stop per 01.12.2020 - kosten voor de verlenging kunnen wij gelijk houden als voorgaande maand;   € 4.255,96 exclusief BTW Jess pakt op

Primary quote

Naam
#552 — Maand verlenging service overeenkomst
Effectief vanaf
2020-10-25
Vervaldatum
2020-11-26

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Service
Deze klant neemt 'beheer diensten' af van TSV.
Product 1

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2020-11-24 Opportunity Update Jessica Veraar Opportunity: None, Maand verlenging service overeenkomstTotal Revenue=4256 Probability=100% Sales Stage=Stage 6 - Handover Changed Projected Close Date from 02-11-2020 to 24-11-2020 Opportunity Owner=Veraar, Jessica Status=Closed
2020-11-24 General Jessica Veraar 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 equal to "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; dhammel@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Jessica Veraar
2020-11-24 Opportunity Update Jessica Veraar Opportunity: None, Maand verlenging service overeenkomstTotal Revenue=4256 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=02-11-2020 Opportunity Owner=Veraar, Jessica Changed Status from Active to Closed
2020-11-24 General Jessica Veraar 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 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) aanmaken kostenplaats) to akik@tsv-groep.nl; revers@tsv-groep.nl Initiated by Jessica Veraar
2020-11-24 General Jessica Veraar 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 flunstroo@tsv-groep.nl Initiated by Jessica Veraar
2020-11-24 Opportunity Update Jessica Veraar Opportunity: None, Maand verlenging service overeenkomstTotal Revenue=4256 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=02-11-2020 Opportunity Owner=Veraar, Jessica Status=Active
2020-10-26 Opportunity Update Jessica Veraar New Opportunity: None, Maand verlenging service overeenkomstTotal Revenue=0 Probability=50% Sales Stage=Stage 3 Proposal Sent Projected Close Date=02-11-2020 Opportunity Owner=Veraar, Jessica Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 4255.96,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2020-11-24T00:00:00.000Z",
  "companyID": 286,
  "contactID": 30683286,
  "cost": 0.0,
  "createDate": "2020-10-26T13:37:23.383Z",
  "creatorResourceID": 29682897,
  "description": "- looptijd: 01.11.2020 – 01.12.2020\n- automatische stop per 01.12.2020\n- kosten voor de verlenging kunnen wij gelijk houden als voorgaande maand;\n  € 4.255,96 exclusief BTW\n\n\nJess pakt op",
  "helpNeeded": "",
  "id": 590,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2020-11-24T10:33:06.057Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 4255.96,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682897,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2020-11-24T00:00:00.000Z",
  "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": "2020-10-26T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Maand verlenging service overeenkomst",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}