Autotask Toolkit

v 2.13.2 PROD

PF Concept - Vervangen 12x oude DECT in Polen Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
PF Concept International Coöperatief U.A. (2316ZL59)
Aangemaakt
2024-02-09
Gesloten
2025-05-22

Beschrijving

Akkoord op: 12x Avaya Dect zender - 700515208 Westcom 1x configuratie a 10 uur Betaling: 90/10 Origineel was het verzoek voor 10 zenders, dit is 12 geworden. TSV levert alle voorbereide basisstations af bij PF Concept te Roelofarendsveen t.a.v. Peter Overdevest. Hij gaat zorgdragen voor transport naar Polen en ook voor de installatie in Polen. _______ Peter wil een voorstel voor de vervanging van 10 oude dect zenders. Dit om te voorkomen dat ze gaan uitvallen. Gerko heeft 8 uur nodig voor configuratie en support. Van: Gerko Oskam Verzonden: maandag 22 januari 2024 15:28 Aan: p.overdevest@pfconcept.com CC: support.TSV-GROEP.NL@email.uk.autotask.net Onderwerp: Dect zender overzicht Polen Hoi Peter, Hierbij het overzicht. Rood omlijnt zijn 10 type 1 zenders waarvan er 4 niet werken. Het gedeelte waar geen versie staat is niet zichtbaar of intussen omgenummerd of losgehaald en ga ik verwijderen om het schoon te krijgen.

Primary quote

Naam
#1494 — PF Concept - Vervangen 10x oude DECT in Polen
Effectief vanaf
2024-02-20
Vervaldatum
2024-03-21

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
Avaya dect zender 		Product 12
2 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket 		Labor 10

Notes (39)

Datum Action type Assigned to Onderwerp / inhoud
2025-05-22 General Erik Gunther Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify Alex" fired.
When an opportunity is: Edited And the following conditions are met: Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail (Opp. Stage 6 Alex) to aveldkamp@tsv-groep.nl Initiated by Erik Gunther
2025-05-22 General Erik Gunther Workflow Rule "[TSV-Opp Stage6] Losse opdracht ready for handover - notify support team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Losse opdracht or TPS Orderbevestiging" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Losse opdracht - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl; jveraar@tsv-groep.nl Initiated by Erik Gunther
2025-05-22 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 12x oude DECT in Polen Total Revenue=10150 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=22-05-2025 Opportunity Owner=Gunther, Erik Status=Closed
2025-05-22 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 12x oude DECT in Polen Total Revenue=10150 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 27-05-2025 to 22-05-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-05-22 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 12x oude DECT in Polen Total Revenue=8650 Probability=100% Sales Stage=Stage 5 Closed - WON Projected Close Date=27-05-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-05-20 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=8650 Probability=100% Sales Stage=Stage 5 Closed - WON Changed Projected Close Date from 19-05-2025 to 27-05-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-05-12 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=8650 Probability=100% Sales Stage=Stage 5 Closed - WON Changed Projected Close Date from 08-05-2025 to 19-05-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-05-01 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=8650 Probability=100% Sales Stage=Stage 5 Closed - WON Changed Projected Close Date from 02-05-2025 to 08-05-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-04-29 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=8650 Probability=100% Sales Stage=Stage 5 Closed - WON Changed Projected Close Date from 23-04-2025 to 02-05-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-04-23 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-04-23 General Erik Gunther Workflow Rule "[TSV-Opp Stage5] OPP check door Erik" fired.
When an opportunity is: Edited And the following conditions are met: Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Set Probability To "100" Set Projected Close Date To 0 Business Day(s) from Current Time Send notification e-mail ([TSV-Opportunity] Stage 5 overdracht maken) to egunther@tsv-groep.nl Create To-Do(s) Initiated by Erik Gunther
2025-04-23 General Erik Gunther 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 "Losse opdracht or Project or Standaard (projecten) or TPS Orderbevestiging" 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 flunstroo@tsv-groep.nl; revers@tsv-groep.nl Initiated by Erik Gunther
2025-04-23 General Erik Gunther Workflow Rule "[TSV-Opp WON] Project closed & WON - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Project 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 Erik Gunther
2025-04-23 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=8650 Probability=50% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=24-04-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-04-23 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=8650 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 09-05-2025 to 24-04-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-04-09 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=8650 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 08-04-2025 to 09-05-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-04-01 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=8650 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 31-03-2025 to 08-04-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-03-24 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=8650 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 07-03-2025 to 31-03-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-02-18 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=10900 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 17-02-2025 to 07-03-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-02-10 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=10900 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 11-02-2025 to 17-02-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-02-07 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=10900 Probability=50% Sales Stage=Stage 3 Proposal Sent Projected Close Date=11-02-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-02-04 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=10900 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 03-02-2025 to 11-02-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-01-27 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=10900 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 27-01-2025 to 03-02-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-01-20 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=10900 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 18-01-2025 to 27-01-2025 Opportunity Owner=Gunther, Erik Status=Active
2024-12-19 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=10900 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 25-12-2024 to 18-01-2025 Opportunity Owner=Gunther, Erik Status=Active
2024-11-25 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=10900 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 13-11-2024 to 25-12-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-10-14 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=10900 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 18-10-2024 to 13-11-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-09-18 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=10900 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 25-09-2024 to 18-10-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-08-26 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=10900 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 30-08-2024 to 25-09-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-04-24 0 Quick Note Erik Gunther Op dit moment heeft de klant geen budget.
2024-04-22 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=10900 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 03-05-2024 to 30-08-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-04-19 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=10900 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 18-04-2024 to 03-05-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-04-11 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=10900 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 10-04-2024 to 18-04-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-03-11 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=10900 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 29-03-2024 to 10-04-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-02-09 4 KPI Email verstuurd Erik Gunther Erik, Graag quote opvragen bij Westcon voor 10x DECT . Orderbevstiging kan naar Peter Overdevest. Van: Gerko Oskam Verzonden: maandag 22 januari 2024 15:28 Aan: p.overdevest@pfconcept.com CC: support.TSV-GROEP.NL@email.uk.autotask.net Onderwerp: Dect zender overzicht Polen Hoi Peter, Hierbij het overzicht. Rood omlijnt zijn 10 type 1 zenders waarvan er 4 niet werken. Het gedeelte waar geen versie staat is niet zichtbaar of intussen omgenummerd of losgehaald en ga ik verwijderen om het schoon te krijgen.
2024-02-21 Opportunity Update Erik Gunther Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=10900 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=29-03-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-02-13 0 Quick Note Erik Gunther DECT IP RBS V4 W/INT ANTNA - 700515208
2024-02-12 General Erik Gunther A new lead has been assigned from Jeroen Waldram to Erik Gunther Client: PF Concept International Coöperatief U.A. (2371DX1) Product: None Description: PF Concept - Vervangen 10x oude DECT in Polen Instructions: Additional Comments: Re-assigned from: Jeroen Waldram Re-assigned to: Erik Gunther
2024-02-09 Opportunity Update Jeroen Waldram New Opportunity: None, PF Concept - Vervangen 10x oude DECT in Polen Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=29-03-2024 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 10150.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2025-05-22T00:00:00.000Z",
  "companyID": 371,
  "contactID": 30683672,
  "cost": 0.0,
  "createDate": "2024-02-09T15:25:08.307Z",
  "creatorResourceID": 29682918,
  "description": "Akkoord op:\n12x Avaya Dect zender - 700515208 Westcom\n1x configuratie a 10 uur\n\nBetaling: 90/10\n\nOrigineel was het verzoek voor 10 zenders, dit is 12 geworden.\n\nTSV levert alle voorbereide basisstations af bij PF Concept te Roelofarendsveen t.a.v. Peter Overdevest. Hij gaat zorgdragen voor transport naar Polen en ook voor de installatie in Polen.\n\n_______\n\nPeter wil een voorstel voor de vervanging van 10 oude dect zenders. Dit om te voorkomen dat ze gaan uitvallen. Gerko heeft 8 uur nodig voor configuratie en support.\n\nVan: Gerko Oskam\nVerzonden: maandag 22 januari 2024 15:28\nAan: p.overdevest@pfconcept.com\nCC: support.TSV-GROEP.NL@email.uk.autotask.net\nOnderwerp: Dect zender overzicht Polen\n\nHoi Peter,\n\nHierbij het overzicht.\nRood omlijnt zijn 10 type 1 zenders waarvan er 4 niet werken.\nHet gedeelte waar geen versie staat is niet zichtbaar of intussen omgenummerd of losgehaald en ga ik verwijderen om het schoon te krijgen.",
  "helpNeeded": "",
  "id": 1705,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-05-22T13:31:40.660Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 10150.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2025-05-22T00:00:00.000Z",
  "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": "2024-02-09T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "PF Concept - Vervangen 12x oude DECT in Polen",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}