Autotask Toolkit

v 2.13.2 PROD

Warmteservice - Aanvraag 10 stuks IP-Endpoint Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Warmteservice Groep B.V. (1051CG43)
Aangemaakt
2025-09-30
Gesloten
2025-10-01

Beschrijving

Akkoord op: 10x IPO R10+ AV IP ENDPT 1 LIC licentie 1 uur activatie Service supplement 119,00 per jaar Zie inkoop map ----------------------------------------------------------------- Hi Jeroen, Wil graag 10 Avaya toestel licenties ( gewoon voor een 1616 of j129 toestel ) Kan je mij de offerte sturen dan geef ik deze per mail akkoord . Dank u Met vriendelijke groet, David Compas

Primary quote

Naam
#1897 — Warmteservice - Aanvraag 10 stuks IP-Endpoint
Effectief vanaf
2025-09-29
Vervaldatum
2025-10-30

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie - IP Endpoint
1x IP Endpoint verkoop 70,- per stuk 		Product 10
2 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket 		Labor 1

Overig periodiek (1)

# Artikel of dienst Item type Aantal
1 Service supplement 7x4
service 7x4 17% van 700,00 		Product 5

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2025-10-01 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-10-01 General Jeroen Waldram 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
2025-10-01 General Jeroen Waldram 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
2025-10-01 Opportunity Update Erik Gunther Opportunity: None, Warmteservice - Aanvraag 10 stuks IP-Endpoint Total Revenue=865 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 01-10-2025 to 01-10-2025 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2025-10-01 General Jeroen Waldram 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 Jeroen Waldram
2025-10-01 General Jeroen Waldram 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 Jeroen Waldram
2025-10-01 Opportunity Update Jeroen Waldram Opportunity: None, Warmteservice - Aanvraag 10 stuks IP-Endpoint Total Revenue=934 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 30-09-2025 to 01-10-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2025-09-30 Opportunity Update Jeroen Waldram Opportunity: None, Warmteservice - Aanvraag 10 stuks IP-Endpoint Total Revenue=0 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 02-10-2025 to 30-09-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2025-09-30 Opportunity Update Jeroen Waldram Opportunity: None, Warmteservice - Aanvraag 10 stuks IP-Endpoint Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=02-10-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2025-09-30 Opportunity Update Jeroen Waldram Opportunity: None, Warmteservice - Aanvraag 10 stuks IP-Endpoint Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=02-10-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2025-09-30 Opportunity Update Jeroen Waldram New Opportunity: None, Warmteservice - Aanvraag 10 stuks IP-Endpoint Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=02-10-2025 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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