Autotask Toolkit

v 2.13.2 PROD

T20250211.0020 - FW: Factuur 25800037 koppelstukjes Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Gezondheidscentrum Schalkwijk(2037XE13)
Aangemaakt
2025-02-11
Gesloten
2025-02-24

Beschrijving

Akkoord op: 3x Yealink EHS40 - Businesscom EHS40 1x order en verzendkosten ______________________ Hoi, Ik heb de nieuwe headset ontvangen, maar ik heb niet de juiste koppelstukjes in mijn bezet. Zouden jullie 3 kabeltjes willen bijbestellen, dan kan ik ze gaan aansluiten: Met vriendelijke groet, Loes Verweij-Pennarts Officemanager Gezondheidscentrum Schalkwijk Briandlaan 11 2037 XE Haarlem Tel: 023-5336792/06-27656136

Primary quote

Naam
#1782 — T20250211.0020 - FW: Factuur 25800037 koppelstukjes
Effectief vanaf
2025-02-23
Vervaldatum
2025-03-24

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Order en verzendkosten
Deze klant neemt 'PS diensten' af van TSV. 		Product 1
2 Yealink EHS 40
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 3

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2025-02-24 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-02-24 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
2025-02-24 Opportunity Update Erik Gunther Opportunity: None, T20250211.0020 - FW: Factuur 25800037 koppelstukjes Total Revenue=228 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 24-02-2025 to 25-02-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-02-24 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
2025-02-24 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
2025-02-24 Opportunity Update Erik Gunther Opportunity: None, T20250211.0020 - FW: Factuur 25800037 koppelstukjes Total Revenue=228 Changed Probability from 1% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=25-02-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-02-18 Opportunity Update Erik Gunther Opportunity: None, T20250211.0020 - FW: Factuur 25800037 koppelstukjes Total Revenue=0 Probability=1% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 18-02-2025 to 25-02-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-02-11 General Erik Gunther Workflow Rule "Technische Opportunity naar Sales Agent" fired.
When an opportunity is: Created And the following conditions are met: Opportunity Owner not in list "Gunther, Erik or Hammel, David or Lunstroo, Frank or Riechelmann, Ronny or Veldkamp, Alex or Waldram, Jeroen" Then execute the following actions: Set Opportunity Owner To "Gunther, Erik" Set Probability To "1" Send notification e-mail (Opportunity - Re-assigned (Wizard)) to egunther@tsv-groep.nl Initiated by André Kik
2025-02-11 Opportunity Update André Kik New Opportunity: None, T20250211.0020 - FW: Factuur 25800037 koppelstukjes Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=18-02-2025 Opportunity Owner=Kik, André Status=Active
Volledige record uit Autotask 
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