Autotask Toolkit

v 2.13.2 PROD

Refurbished toestel Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Stichting TivoliVredenburg (3511WB7)
Aangemaakt
2025-10-10
Gesloten
2025-10-17

Beschrijving

Akkoord ontvangen op: 2x Refurbished Avaya 9608 1x order en verzendkosten Betaling 100% achteraf Inkoop bij Peet, zie inkoop map. Adres klant: Stichting TivoliVredenburg Vlaamse Toren 7 3511 WB tnv Thijs Teunissen Factuur mag naar: finance@tivolivredenburg.nl _____ Ik heb uw mailadres van mijn collega Thijs Teunissen doorgekregen. Jullie hebben een tijdje geleden 5 refurbished Avaya 9608 telefoons aan ons geleverd. Graag zou ik er bij deze nog 2 bij bestellen. Adresgegevens: Stichting TivoliVredenburg Vlaamse Toren 7 3511 WB tnv Thijs Teunissen Factuur mag naar: finance@tivolivredenburg.nl De medewerkers vragen ook naar de mogelijkheid van headsets voor deze telefoon, is dit iets dat jullie ook kunnen leveren of anders advies welke headsets ik daarvoor kan bestellen?

Primary quote

Naam
#1906 — Refurbished toestel
Effectief vanaf
2025-10-15
Vervaldatum
2025-11-16

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Refurbished IP9608G
Deze klant neemt 'telefonie diensten of producten' af van TSV.
Product 2
2 Order en verzendkosten
Deze klant neemt 'PS diensten' af van TSV.
Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2025-10-17 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-10-17 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
2025-10-17 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
2025-10-17 Opportunity Update Erik Gunther Opportunity: None, Refurbished toestel Total Revenue=132 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 17-10-2025 to 17-10-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-10-17 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
2025-10-17 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
2025-10-17 Opportunity Update Erik Gunther Opportunity: None, Refurbished toestel Total Revenue=132 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=17-10-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-10-10 Opportunity Update Erik Gunther New Opportunity: None, Refurbished toestel Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=17-10-2025 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": 132.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2025-10-17T00:00:00.000Z",
  "companyID": 1261,
  "contactID": 30686253,
  "cost": 0.0,
  "createDate": "2025-10-10T12:31:46.433Z",
  "creatorResourceID": 29682927,
  "description": "Akkoord ontvangen op:\n2x Refurbished Avaya 9608 \n1x order en verzendkosten\n\nBetaling\n100% achteraf \n\nInkoop bij Peet, zie inkoop map.\n\nAdres klant:\nStichting TivoliVredenburg\nVlaamse Toren 7\n3511 WB\ntnv Thijs Teunissen\n\nFactuur mag naar: finance@tivolivredenburg.nl\n\n_____\n\nIk heb uw mailadres van mijn collega Thijs Teunissen doorgekregen.\n\nJullie hebben een tijdje geleden 5 refurbished Avaya 9608 telefoons aan ons geleverd.\nGraag zou ik er bij deze nog 2 bij bestellen.\n\nAdresgegevens:\n\nStichting TivoliVredenburg\nVlaamse Toren 7\n3511 WB\ntnv Thijs Teunissen\n\nFactuur mag naar: finance@tivolivredenburg.nl\n\nDe medewerkers vragen ook naar de mogelijkheid van headsets voor deze telefoon, is dit iets dat jullie ook kunnen leveren of anders advies welke headsets ik daarvoor kan bestellen?",
  "helpNeeded": "",
  "id": 2244,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-10-17T08:08:39.580Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 132.5,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2025-10-17T00:00:00.000Z",
  "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": "2025-10-10T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Refurbished toestel",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}