Autotask Toolkit

v 2.13.2 PROD

Addendum t.b.v. inbellen support vanaf 07:30 Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Scholengemeenschap Were Di (5553CC1)
Aangemaakt
2021-07-22
Gesloten
2021-08-03

Beschrijving

AKKOORD Klant is hiermee akkoord. Dit is overgedragen aan Jessica. Zij regelt dit verder in voor de klant. Klant wilt graag een pincode ontvangen voor het inbellen naar support vanaf 07:30 in de ochtend. Dit geldt voor werkdagen (ma t/m vrijdag). Hiervoor met de klant een bedrag bepalen en afstemmen middels een OB.

Primary quote

Naam
#762 — Addendum t.b.v. inbellen support vanaf 07:30
Effectief vanaf
2021-07-21
Vervaldatum
2021-07-29

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Service
Deze klant neemt 'beheer diensten' af van TSV.
Product 48

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2021-08-03 General Redacted Resource (redacted) 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; dhammel@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Thijs de Boer
2021-08-03 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 Thijs de Boer
2021-08-03 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 Thijs de Boer
2021-08-03 Opportunity Update Redacted Resource (redacted) Opportunity: None, Addendum t.b.v. inbellen support vanaf 07:30 Total Revenue=1200 Probability=90% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=29-07-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-08-03 Opportunity Update Redacted Resource (redacted) Opportunity: None, Addendum t.b.v. inbellen support vanaf 07:30 Total Revenue=1200 Probability=90% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=29-07-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-07-22 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Addendum t.b.v. inbellen support vanaf 07:30 Total Revenue=0 Probability=90% Sales Stage=Stage 2 Qualification Projected Close Date=29-07-2021 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1200.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-08-03T00:00:00.000Z",
  "companyID": 393,
  "contactID": 30685091,
  "cost": 0.0,
  "createDate": "2021-07-22T12:55:38.050Z",
  "creatorResourceID": 29682909,
  "description": "AKKOORD\nKlant is hiermee akkoord. \nDit is overgedragen aan Jessica. Zij regelt dit verder in voor de klant.\n\nKlant wilt graag een pincode ontvangen voor het inbellen naar support vanaf 07:30 in de ochtend.\nDit geldt voor werkdagen (ma t/m vrijdag).\n\nHiervoor met de klant een bedrag bepalen en afstemmen middels een OB.",
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  "lastActivity": "2021-08-03T07:53:08.963Z",
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  "lossReasonDetail": "",
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  "monthlyCost": 0.0,
  "monthlyRevenue": 1200.0,
  "nextStep": "",
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  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 90,
  "productID": 2,
  "projectedCloseDate": "2021-07-29T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "stage": 29682776,
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  "status": 3,
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  "throughDate": null,
  "title": "Addendum t.b.v. inbellen support vanaf 07:30",
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