Autotask Toolkit

v 2.13.2 PROD

Test headsets Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Fysiotherapie Almere BV (1338GA51)
Aangemaakt
2025-02-26
Gesloten
2025-03-31

Beschrijving

Uitleveren: 1x EPOS IMPACT 1060 ANC 1x Jabra Evolve2 85, Link380a UC Stereo Black 1x Order en verzendkosten Let op, de headsets zijn al geleverd onder een test overeenkomst van Atis. __ Testheadset zoals besproken met Alex

Primary quote

Naam
#1799 — Test headsets
Effectief vanaf
2025-03-30
Vervaldatum
2025-04-30

Eenmalige items (2)

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

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2025-03-31 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-03-31 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
2025-03-31 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
2025-03-31 Opportunity Update Erik Gunther Opportunity: None, Test headsets Total Revenue=658 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 31-03-2025 to 31-03-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-03-31 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
2025-03-31 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
2025-03-31 Opportunity Update Erik Gunther Opportunity: None, Test headsets Total Revenue=658 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=31-03-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-03-24 Opportunity Update Erik Gunther Opportunity: None, Test headsets Total Revenue=0 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 07-03-2025 to 31-03-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-03-04 Opportunity Update Erik Gunther Opportunity: None, Test headsets Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=07-03-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-02-28 Opportunity Update Erik Gunther Opportunity: None, Test headsets Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 28-02-2025 to 07-03-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-02-26 Opportunity Update Erik Gunther New Opportunity: None, Test headsets Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=28-02-2025 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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  "productID": 2,
  "projectedCloseDate": "2025-03-31T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
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