Autotask Toolkit

v 2.13.2 PROD

Strippenkaart opwaarderen Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Stichting Zorggroep Almere (1316BN22-01)
Aangemaakt
2021-09-10
Gesloten
2021-10-25

Beschrijving

Akkoord voorstel ontvangen voor uitbreiding uren op strippenkaart. Huidig Saldo: € 209,45 Dit is de eerste waarschuwing. Het saldo van de strippenkaart moet worden aangevuld, graag zsm actie. Hoi Jeroen, Zou jij een offerte voor een nieuwe strippenkaart willen maken en deze met mij in de cc aan Hans van Doorn willen sturen?

Primary quote

Naam
#779 — Strippenkaart opwaarderen
Effectief vanaf
2021-09-09
Vervaldatum
2021-10-10

103 uur engineer voor opwaarderen strippenkaart

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 103

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2021-10-25 Opportunity Update Jeroen Waldram Opportunity: None, Strippenkaart opwaarderen Total Revenue=10000 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=08-10-2021 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2021-10-08 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 Jeroen Waldram
2021-10-08 Opportunity Update Jeroen Waldram Opportunity: None, Strippenkaart opwaarderen Total Revenue=10000 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=08-10-2021 Opportunity Owner=Waldram, Jeroen Status=Active
2021-10-08 General Jeroen Waldram 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
2021-10-08 General Jeroen Waldram 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
2021-10-08 Opportunity Update Jeroen Waldram Opportunity: None, Strippenkaart opwaarderen Total Revenue=10000 Changed Probability from 50% to 100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Changed Projected Close Date from 17-09-2021 to 08-10-2021 Opportunity Owner=Waldram, Jeroen Status=Active
2021-09-21 4 KPI Email verstuurd Jeroen Waldram Navraag doen offerte strippenkaart opwaarderen Voicemail ingesproken, wacht op reactie.
2021-09-10 Opportunity Update Jeroen Waldram New Opportunity: None, Strippenkaart opwaarderen Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=17-09-2021 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask
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  "advancedField5": 0.0,
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  "assessmentScore": null,
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  "closedDate": "2021-10-25T00:00:00.000Z",
  "companyID": 419,
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  "title": "Strippenkaart opwaarderen",
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