Autotask Toolkit

v 2.13.2 PROD

2x Yealink BH76 Plus USB-A Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Premium Liften (1322AM54)
Aangemaakt
2025-11-07
Gesloten
2025-11-07

Beschrijving

Akkoord op: 2x Yealink BH76 plus - Atis - BH76 Plus UC Black USB-A 1x Order en verzendkosten Betaling: 100% achteraf -------------------- Kan jij nog 2x een headset bestellen zoals de andere die we hebben. Yealink BH76 Plus USB-A

Primary quote

Naam
#1925 — 2x Yealink BH76 Plus USB-A
Effectief vanaf
2025-11-06
Vervaldatum
2025-12-07

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 order en verzendkosten
Deze klant neemt 'PS diensten' af van TSV. 		Product 1
2 Yealink BH76 Plus UC Black USB-A
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 2

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2025-11-07 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-11-07 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
2025-11-07 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
2025-11-07 Opportunity Update Erik Gunther Opportunity: None, 2x Yealink BH76 Plus USB-A Total Revenue=358 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 07-11-2025 to 07-11-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-11-07 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
2025-11-07 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
2025-11-07 Opportunity Update Erik Gunther Opportunity: None, 2x Yealink BH76 Plus USB-A Total Revenue=358 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=14-11-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-11-07 Opportunity Update Erik Gunther New Opportunity: None, 2x Yealink BH76 Plus USB-A Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=14-11-2025 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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