Autotask Toolkit

v 2.13.2 PROD

Premium Liften - Professionele tekstmeldingen leveren en programmeren Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Premium Liften (1322AM54)
Aangemaakt
2022-03-08
Gesloten
2022-03-10

Beschrijving

Akkoord per mail ontvangen voor orderbevestiging. Betreft 1 x tekstmelding van de Stemstudio en 1 uur engineering, Documenten staan in de mappen. Kan jij voor Premium Liften een offerte maken nav de bijgevoegde link van de Stemstudio? https://gateway.perfectview.nl/Gateway?Id=2102e12e0b7d-bc88-403f-9441-bd81bfbf2ce7d2c861df-d27b-4ac3-872d-1dd88a38189752817e3e-afeb-4022-9406-967195dfc2f8 Ik verwacht zelf een half uurtje werk om de tekst in te zetten. Met vriendelijke groet, Oscar Hartman TPS (vestiging Amsterdam) _________________________________________ Tel.:020 - 4 303 260 Fax:020 - 4 303 222 E-Mail: support@mijntps.nl

Primary quote

Naam
#917 — Premium Liften - Professionele tekstmeldingen leveren en programmeren
Effectief vanaf
2022-03-08
Vervaldatum
2022-04-09

Tekstmelding

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 1
2 Telefonie
Tekstelding van de stemstudio inkoop € 72,- excl. btw Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 1

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2022-03-10 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 Jeroen Waldram
2022-03-10 Opportunity Update Jeroen Waldram Opportunity: None, Premium Liften - Professionele tekstmeldingen leveren en programmeren Total Revenue=249 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=10-03-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-03-10 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
2022-03-10 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
2022-03-10 Opportunity Update Jeroen Waldram Opportunity: None, Premium Liften - Professionele tekstmeldingen leveren en programmeren Total Revenue=249 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 22-03-2022 to 10-03-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-03-09 Opportunity Update Jeroen Waldram Opportunity: None, Premium Liften - Professionele tekstmeldingen leveren en programmeren Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=22-03-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-03-08 Opportunity Update Jeroen Waldram New Opportunity: None, Premium Liften - Professionele tekstmeldingen leveren en programmeren Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=22-03-2022 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 249.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-03-10T00:00:00.000Z",
  "companyID": 912,
  "contactID": 30685058,
  "cost": 0.0,
  "createDate": "2022-03-08T17:09:41.783Z",
  "creatorResourceID": 29682918,
  "description": "Akkoord per mail ontvangen voor orderbevestiging.\nBetreft 1 x tekstmelding van de Stemstudio en 1 uur engineering,\nDocumenten staan in de mappen.\n\n\nKan jij voor Premium Liften een offerte maken nav de bijgevoegde link van de Stemstudio?\n\nhttps://gateway.perfectview.nl/Gateway?Id=2102e12e0b7d-bc88-403f-9441-bd81bfbf2ce7d2c861df-d27b-4ac3-872d-1dd88a38189752817e3e-afeb-4022-9406-967195dfc2f8\n\nIk verwacht zelf een half uurtje werk om de tekst in te zetten.\n\nMet vriendelijke groet,\nOscar Hartman\n\nTPS (vestiging Amsterdam)\n_________________________________________\nTel.:020 - 4 303 260\nFax:020 - 4 303 222\nE-Mail: support@mijntps.nl",
  "helpNeeded": "",
  "id": 999,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-03-10T10:01:55.423Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
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  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-03-10T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "title": "Premium Liften - Professionele tekstmeldingen leveren en programmeren",
  "totalAmountMonths": 1,
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  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
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}