Autotask Toolkit

v 2.21.0 PROD

Iphone + abo Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
CG Drives & Automation Netherlands B.V. (5541SK15)
Aangemaakt
2025-08-06
Gesloten
2025-08-07

Beschrijving

Akkoord per mail op: iPhone 16E zwart 128 GB https://www.belsimpel.nl/apple-iphone-16e Hoesje transparant https://www.belsimpel.nl/accessoire-detail/mobilize-tpu-back-cover-transparant-apple-iphone-16e Odido unlimited basis (36 Maanden)" 1x activatie kosten _____ We hebben een nieuwe Iphone met een nieuwe sim nodig. Kan jij een prijs sturen? iPhone 580 Hoesje Abo 38 - 15 = 23 Activatie kosten simkaart 20

Primary quote

Naam
#1876 — Iphone + abo
Effectief vanaf
2025-08-06
Vervaldatum
2025-09-07

Maandelijkse items (1)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 HBOM Unlimited basis
Deze klant neemt 'mobiele diensten of producten' af van TSV. 		Product 36 € 38,00 € 828,00
Subtotaal € 828,00

Eenmalige items (3)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Activatie kosten
Deze klant neemt 'PS diensten' af van TSV. 		Product 1 € 20,00 € 20,00
2 iPhone 16e
Deze klant neemt 'mobiele diensten of producten' af van TSV. 		Product 1 € 580,00 € 580,00
3 Transparant hoesje
Deze klant neemt 'mobiele diensten of producten' af van TSV. 		Product 1 € 10,00 € 10,00
Subtotaal € 610,00
Totaal offerte (excl. BTW) € 1.438,00
  • 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 (10)

Datum Action type Assigned to Onderwerp / inhoud
2025-08-07 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-08-07 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
2025-08-07 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
2025-08-07 Opportunity Update Erik Gunther Opportunity: None, Iphone + abo Total Revenue=1438 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 07-08-2025 to 07-08-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-08-07 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
2025-08-07 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
2025-08-07 Opportunity Update Erik Gunther Opportunity: None, Iphone + abo Total Revenue=1438 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=15-08-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-08-07 Opportunity Update Erik Gunther Opportunity: None, Iphone + abo Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=15-08-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-08-06 Opportunity Update Erik Gunther Opportunity: None, Iphone + abo Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=15-08-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-08-06 Opportunity Update Erik Gunther New Opportunity: None, Iphone + abo Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=15-08-2025 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": 1438.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2025-08-07T00:00:00.000Z",
  "companyID": 937,
  "contactID": 30686033,
  "cost": 0.0,
  "createDate": "2025-08-06T14:11:42.790Z",
  "creatorResourceID": 29682927,
  "description": "Akkoord per mail op:\n\niPhone 16E zwart 128 GB https://www.belsimpel.nl/apple-iphone-16e\nHoesje transparant https://www.belsimpel.nl/accessoire-detail/mobilize-tpu-back-cover-transparant-apple-iphone-16e\nOdido unlimited basis (36 Maanden)\"\n1x activatie kosten\n\n\n\n_____\n\nWe hebben een nieuwe Iphone met een nieuwe sim nodig.\nKan jij een prijs sturen?\n\n\niPhone 580\nHoesje\nAbo 38 - 15 = 23 \nActivatie kosten simkaart 20",
  "helpNeeded": "",
  "id": 2199,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-08-07T14:48:28.047Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 828.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 610.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2025-08-07T00:00:00.000Z",
  "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": "2025-08-06T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Iphone + abo",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}