Autotask Toolkit

v 2.13.2 PROD

Toestellen Bas groep Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Bas Group B.V. (5466AP2)
Aangemaakt
2025-12-01
Gesloten
2025-12-02

Beschrijving

Graag bestellen: 15x Yealink T44 4x Yealink T34 1x Order en verzendkosten Producten moeten naar Macarthurweg 2, 5466 AP Veghel... Afdeling Toren 4de verdieping t.a.v. Maik Korpal Verdere gegevens zijn bekend bij het project team Betaling 100% achteraf

Primary quote

Naam
#1939 — Toestellen Bas groep
Effectief vanaf
2025-12-01
Vervaldatum
2026-01-02

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Order en verzendkosten
Deze klant neemt 'PS diensten' af van TSV. 		Product 1
2 Yealink T34W
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 4
3 Yealink T44W
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 15

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2025-12-02 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-12-02 Opportunity Update Erik Gunther Opportunity: None, Toestellen Bas groep Total Revenue=2746 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=02-12-2025 Opportunity Owner=Gunther, Erik Status=Closed
2025-12-02 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
2025-12-02 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
2025-12-02 Opportunity Update Erik Gunther Opportunity: None, Toestellen Bas groep Total Revenue=2746 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 02-12-2025 to 02-12-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-12-02 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
2025-12-02 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
2025-12-02 Opportunity Update Erik Gunther Opportunity: None, Toestellen Bas groep Total Revenue=2746 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=05-12-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-12-02 0 Quick Note Erik Gunther Basic IP toestel – T34W voor € 112,00 Fixed IP toestel – T44W voor € 152,00
2025-12-02 Opportunity Update Erik Gunther Opportunity: None, Toestellen Bas groep Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=05-12-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-12-01 Opportunity Update Erik Gunther New Opportunity: None, Toestellen Bas groep Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=05-12-2025 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": 2745.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2025-12-02T00:00:00.000Z",
  "companyID": 1230,
  "contactID": 30686172,
  "cost": 0.0,
  "createDate": "2025-12-01T15:29:23.130Z",
  "creatorResourceID": 29682927,
  "description": "Graag bestellen:\n15x Yealink T44\n4x Yealink T34\n1x Order en verzendkosten\n\nProducten moeten naar Macarthurweg 2, 5466 AP Veghel... Afdeling Toren 4de verdieping t.a.v. Maik Korpal \nVerdere gegevens zijn bekend bij het project team\n\nBetaling 100% achteraf",
  "helpNeeded": "",
  "id": 2285,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-12-02T15:38:47.180Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 2745.5,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2025-12-02T00:00:00.000Z",
  "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": "2025-12-01T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Toestellen Bas groep",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}