Autotask Toolkit

v 2.13.2 PROD

Geveke - Opwaarderen strippenkaart Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Geveke Werktuigbouw BV (1014BA51)
Aangemaakt
2025-12-23
Gesloten
2025-12-24

Beschrijving

Akkoord ontvangen op verhogen van de strippenkaart met €1.600,00 ___ Originele tekst opp ___ Klantnaam: Geveke Werktuigbouw BV (1014BA51) Contract: Geveke Werktuigbouw BV (1014BA51) - 7x8 (STRIP) Account manager: Jeroen Waldram Huidig Saldo: € 240,30 Dit is de tweede waarschuwing. Als het saldo niet wordt aangevuld zal de dienstverlening stoppen!

Primary quote

Naam
#1956 — Geveke - Opwaarderen strippenkaart
Effectief vanaf
2025-12-23
Vervaldatum
2026-01-24

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer
Engineer rol voor werkzaamheden op een incident ticket
Labor 16

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2025-12-24 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-12-24 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
2025-12-24 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
2025-12-24 Opportunity Update Erik Gunther Opportunity: None, Geveke - Opwaarderen strippenkaart Total Revenue=1600 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 24-12-2025 to 24-12-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-12-24 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
2025-12-24 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
2025-12-24 Opportunity Update Erik Gunther Opportunity: None, Geveke - Opwaarderen strippenkaart Total Revenue=1600 Probability=50% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=09-01-2026 Opportunity Owner=Gunther, Erik Status=Active
2025-12-24 Opportunity Update Erik Gunther Opportunity: None, Geveke - Opwaarderen strippenkaart Total Revenue=1600 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=09-01-2026 Opportunity Owner=Gunther, Erik Status=Active
2025-12-24 Opportunity Update Erik Gunther Opportunity: None, Geveke - Opwaarderen strippenkaart Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=09-01-2026 Changed Opportunity Owner from Waldram, Jeroen to Gunther, Erik Status=Active
2025-12-23 Opportunity Update Jeroen Waldram New Opportunity: None, Geveke - Opwaarderen strippenkaart Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=09-01-2026 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask
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  "amount": 1600.0,
  "assessmentScore": null,
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  "closedDate": "2025-12-24T00:00:00.000Z",
  "companyID": 292,
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  "createDate": "2025-12-23T10:34:38.170Z",
  "creatorResourceID": 29682918,
  "description": "Akkoord ontvangen op verhogen van de strippenkaart met €1.600,00\n\n\n___ Originele tekst opp ___\nKlantnaam: Geveke Werktuigbouw BV (1014BA51)\nContract: Geveke Werktuigbouw BV (1014BA51) - 7x8 (STRIP)\n\nAccount manager: Jeroen Waldram\n\nHuidig Saldo: € 240,30\n\nDit is de tweede waarschuwing. Als het saldo niet wordt aangevuld zal de dienstverlening stoppen!",
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  "opportunityCategoryID": 105,
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  "productID": 2,
  "projectedCloseDate": "2025-12-24T00:00:00.000Z",
  "promisedFulfillmentDate": null,
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  "title": "Geveke - Opwaarderen strippenkaart",
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}