Autotask Toolkit

v 2.13.2 PROD

Extra toestellen Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Bas Group B.V. (5466AP2)
Aangemaakt
2025-11-19
Gesloten
2025-11-21

Beschrijving

Let op toestellen zijn al besteld, 4x T53W 1x T33G 1x order en verzendkosten Betaling 100% achteraf. _____ Zou jij een opportunity willen aanmaken voor de BAS Group B.V. Dit is voor de bestelling van toestellen. Deze zijn inmiddels al besteld gezamenlijk met Henk van Rijswijk, dus er hoeft alleen nog een bevestiging die kant op. Dit is ten behoeve van de IT- afdeling: 3 x T53W Ten behoeve van een POC: 1x T33G 1x T53W

Primary quote

Naam
#1934 — Extra toestellen
Effectief vanaf
2025-11-20
Vervaldatum
2025-12-21

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Order en verzendkosten
Deze klant neemt 'PS diensten' af van TSV. 		Product 1
2 t53w
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 4
3 T33g
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 1

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2025-11-21 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-11-21 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
2025-11-21 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
2025-11-21 Opportunity Update Erik Gunther Opportunity: None, Extra toestellen Total Revenue=764 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 21-11-2025 to 21-11-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-11-21 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
2025-11-21 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
2025-11-21 Opportunity Update Erik Gunther Opportunity: None, Extra toestellen Total Revenue=764 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=21-11-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-11-21 Opportunity Update Erik Gunther Opportunity: None, Extra toestellen Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=21-11-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-11-19 Opportunity Update Erik Gunther New Opportunity: None, Extra toestellen Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=21-11-2025 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": 763.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2025-11-21T00:00:00.000Z",
  "companyID": 1230,
  "contactID": 30686172,
  "cost": 0.0,
  "createDate": "2025-11-19T13:04:24.133Z",
  "creatorResourceID": 29682927,
  "description": "Let op toestellen zijn al besteld,\n4x T53W\n1x T33G\n1x order en verzendkosten\n\nBetaling 100% achteraf.\n\n_____\n\n\nZou jij een opportunity willen aanmaken voor de BAS Group B.V.\n\nDit is voor de bestelling van toestellen.\n\nDeze zijn inmiddels al besteld gezamenlijk met Henk van Rijswijk, dus er hoeft alleen nog een bevestiging die kant op.\n\nDit is ten behoeve van de IT- afdeling:\n3 x T53W\n\nTen behoeve van een POC:\n1x T33G\n1x T53W",
  "helpNeeded": "",
  "id": 2277,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-11-21T14:09:56.667Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 763.5,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2025-11-21T00:00:00.000Z",
  "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": "2025-11-19T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Extra toestellen",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}