Autotask Toolkit

v 2.21.0 PROD

UB 6 gebruikers Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 5 Closed - LOST
Win reason
–
Klant
Conversie Partners (1821BS6c)
Aangemaakt
2023-06-23
Gesloten
2026-07-30

Beschrijving

Ze blijven bij KPN en willen alles zelf doen

Primary quote

Naam
#1314 — UB 6 gebruikers
Effectief vanaf
2023-07-10
Vervaldatum
2023-08-11

Maandelijkse items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Service
1x Comfort SLA 6x Gebruiker comfort SLA 		Product 60 € 35,80 € 2.148,00
2 Telefonie
6x Essentials 6x Nummer bestaand 6x Hubspot connector 		Product 60 € 129,00 € 7.740,00
Subtotaal € 9.888,00

Eenmalige items (1)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Professional Services
Inbedrijfstellen en werkend opleveren Voorrijkosten Eenmalige kosten Netlijnen, Internet toegang en VPN Eenmalige Set-up kosten voor Hubspot 		Product 1 € 1.033,00 € 1.033,00
Subtotaal € 1.033,00
Totaal offerte (excl. BTW) € 10.921,00
  • Autotask kent geen looptijd op een offerte. Of het maandelijkse subtotaal een bedrag per maand is of de waarde over de hele looptijd, hangt af van hoe Aantal is ingevuld — de toolkit kan dat niet afleiden.

Notes (19)

Datum Action type Assigned to Onderwerp / inhoud
2026-07-30 General Alex Veldkamp Workflow Rule "[TSV-Opp LOST] Opportunity closed & LOST - notify salesmanager" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Losse opdracht or Project or Standaard (projecten)" Stage changed to "Stage 5 Closed - LOST" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity Closed (LOST)) to aveldkamp@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Alex Veldkamp
2026-07-30 Opportunity Update Alex Veldkamp Opportunity: None, UB 6 gebruikers Total Revenue=10921 Changed Probability from 25% to 0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Changed Projected Close Date from 31-12-2025 to 30-07-2026 Opportunity Owner=Veldkamp, Alex Changed Status from Active to Closed
2025-11-10 Opportunity Update Alex Veldkamp Opportunity: None, UB 6 gebruikers Total Revenue=10921 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 01-10-2025 to 31-12-2025 Opportunity Owner=Veldkamp, Alex Status=Active
2025-05-22 Opportunity Update Frank Lunstroo Opportunity: None, UB 6 gebruikers Total Revenue=10921 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 12-03-2025 to 01-10-2025 Opportunity Owner=Veldkamp, Alex Status=Active
2025-02-10 Opportunity Update Erik Gunther Opportunity: None, UB 6 gebruikers Total Revenue=10921 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 29-01-2025 to 12-03-2025 Opportunity Owner=Veldkamp, Alex Status=Active
2024-12-30 Opportunity Update Frank Lunstroo Opportunity: None, UB 6 gebruikers Total Revenue=10921 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 23-10-2024 to 29-01-2025 Opportunity Owner=Veldkamp, Alex Status=Active
2024-09-23 Opportunity Update Frank Lunstroo Opportunity: None, UB 6 gebruikers Total Revenue=10921 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 27-05-2024 to 23-10-2024 Opportunity Owner=Veldkamp, Alex Status=Active
2024-03-28 Opportunity Update Frank Lunstroo Opportunity: None, UB 6 gebruikers Total Revenue=10921 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 31-01-2024 to 27-05-2024 Opportunity Owner=Veldkamp, Alex Status=Active
2023-12-22 Opportunity Update Frank Lunstroo Opportunity: None, UB 6 gebruikers Total Revenue=10921 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 30-11-2023 to 31-01-2024 Opportunity Owner=Veldkamp, Alex Status=Active
2023-10-18 Opportunity Update Frank Lunstroo Opportunity: None, UB 6 gebruikers Total Revenue=10921 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 03-09-2023 to 30-11-2023 Opportunity Owner=Veldkamp, Alex Status=Active
2023-08-29 Opportunity Update Erik Gunther Opportunity: None, UB 6 gebruikers Total Revenue=10921 Probability=25% Sales Stage=Stage 3 Proposal Sent Projected Close Date=03-09-2023 Changed Opportunity Owner from Gunther, Erik to Veldkamp, Alex Status=Active
2023-08-04 0 Quick Note Erik Gunther Wordt na de vakantie verder opgepakt.
2023-08-04 Opportunity Update Erik Gunther Opportunity: None, UB 6 gebruikers Total Revenue=10921 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 19-08-2023 to 03-09-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-07-20 Opportunity Update Erik Gunther Opportunity: None, UB 6 gebruikers Total Revenue=10921 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 21-07-2023 to 19-08-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-07-11 0 Quick Note Erik Gunther Alex heeft de offerte verstuurd.
2023-07-11 Opportunity Update Erik Gunther Opportunity: None, UB 6 gebruikers Total Revenue=10921 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Changed Projected Close Date from 14-07-2023 to 21-07-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-07-07 Opportunity Update Erik Gunther Opportunity: None, UB 6 gebruikers Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 07-07-2023 to 14-07-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-06-30 Opportunity Update Erik Gunther Opportunity: None, UB 6 gebruikers Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 30-06-2023 to 07-07-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-06-23 Opportunity Update Erik Gunther New Opportunity: None, UB 6 gebruikers Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=30-06-2023 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 10921.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2026-07-30T00:00:00.000Z",
  "companyID": 1153,
  "contactID": null,
  "cost": 0.0,
  "createDate": "2023-06-23T13:06:12.950Z",
  "creatorResourceID": 29682927,
  "description": "Ze blijven bij KPN en willen alles zelf doen",
  "helpNeeded": "",
  "id": 1469,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2026-07-30T12:11:26.513Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "Ze blijven bij KPN en willen alles zelf doen",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 9888.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 1033.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682901,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2026-07-30T00:00:00.000Z",
  "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": 29682775,
  "startDate": "2023-06-23T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "UB 6 gebruikers",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}