Autotask Toolkit

v 2.13.2 PROD

T20250523.0024 - 2x Iphone 14 Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
CG Drives & Automation Netherlands B.V. (5541SK15)
Aangemaakt
2025-05-23
Gesloten
2025-05-23

Beschrijving

Uitleveren: 2x iPhone 14 128GB zwart - https://www.belsimpel.nl/apple-iphone-14 1x order en verzendkosten ----------------- Hoi Andre, Kan jij een prijs geven voor 2x Iphone 14? Joost Claassens President Sales & Services Benelux and France CG Drives & Automation T + 31 497 389 282, M +31 651988934 Polakkers 5, 5531 NX Bladel joost.claassens@cgglobal.com

Primary quote

Naam
#1846 — T20250523.0024 - 2x Iphone 14
Effectief vanaf
2025-05-22
Vervaldatum
2025-06-23

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 iPhone 14
Deze klant neemt 'mobiele diensten of producten' af van TSV. 		Product 2
2 Order en verzendkosten
Deze klant neemt 'PS diensten' af van TSV. 		Product 1

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2025-05-23 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-05-23 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
2025-05-23 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
2025-05-23 Opportunity Update Erik Gunther Opportunity: None, T20250523.0024 - 2x Iphone 14 Total Revenue=1096 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 23-05-2025 to 23-05-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-05-23 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
2025-05-23 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
2025-05-23 Opportunity Update Erik Gunther Opportunity: None, T20250523.0024 - 2x Iphone 14 Total Revenue=1096 Probability=1% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=23-05-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-05-23 Opportunity Update Erik Gunther Opportunity: None, T20250523.0024 - 2x Iphone 14 Total Revenue=1096 Probability=1% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Changed Projected Close Date from 30-05-2025 to 23-05-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-05-23 Opportunity Update Erik Gunther Opportunity: None, T20250523.0024 - 2x Iphone 14 Total Revenue=0 Probability=1% Sales Stage=Stage 1 First Contact Projected Close Date=30-05-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-05-23 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
2025-05-23 Opportunity Update André Kik New Opportunity: None, T20250523.0024 - 2x Iphone 14 Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=30-05-2025 Opportunity Owner=Kik, André Status=Active
Volledige record uit Autotask 
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