Autotask Toolkit

v 2.13.2 PROD

Remote supervisor training (half dagdeel, 3 personen) Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Energiewacht Groep (8028PS1)
Aangemaakt
2021-11-04
Gesloten
2021-11-04

Beschrijving

AKKOORD Klant is akkoord met de offerte, zie ondertekende document in de juiste map van de opportunity in Sharepoint. Graag in contact met John Huitink de training inplannen. (Marc Blankestijn zal de training gaan geven). Offerte voor de klant maken t.b.v.: Remote supervisor training (half dagdeel, 3 personen)

Primary quote

Naam
#828 — Remote supervisor training (half dagdeel, 3 personen)
Effectief vanaf
2021-11-03
Vervaldatum
2021-11-11

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project
Labor 4

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2021-11-04 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; flunstroo@tsv-groep.nl Initiated by Thijs de Boer
2021-11-04 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
2021-11-04 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
2021-11-04 Opportunity Update Redacted Resource (redacted) Opportunity: None, Remote supervisor training (half dagdeel, 3 personen) Total Revenue=460 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=11-11-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-11-04 Opportunity Update Redacted Resource (redacted) Opportunity: None, Remote supervisor training (half dagdeel, 3 personen) Total Revenue=460 Changed Probability from 90% to 100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=11-11-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-11-04 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Remote supervisor training (half dagdeel, 3 personen) Total Revenue=0 Probability=90% Sales Stage=Stage 2 Qualification Projected Close Date=11-11-2021 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 460.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-11-04T00:00:00.000Z",
  "companyID": 260,
  "contactID": 30685534,
  "cost": 0.0,
  "createDate": "2021-11-04T10:04:50.907Z",
  "creatorResourceID": 29682909,
  "description": "AKKOORD\nKlant is akkoord met de offerte, zie ondertekende document in de juiste map van de opportunity in Sharepoint.\nGraag in contact met John Huitink de training inplannen. (Marc Blankestijn zal de training gaan geven).\n\nOfferte voor de klant maken t.b.v.:\n\nRemote supervisor training (half dagdeel, 3 personen)",
  "helpNeeded": "",
  "id": 904,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-11-04T14:46:20.460Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 460.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2021-11-11T00:00:00.000Z",
  "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": "2021-11-04T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Remote supervisor training (half dagdeel, 3 personen)",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}