Autotask Toolkit

v 2.13.2 PROD

Toestellen BAS Truck Center B.V. Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Bas Group B.V. (5466AP2)
Aangemaakt
2026-01-13
Gesloten
2026-01-14

Beschrijving

Op verzoek van Henk, kun jij het process voor toestellen in gang zetten voor onderstaande locaties: Voor de locatie Veldhoven (BV04 - BAS Truck Center B.V.): 3 x T44W Afleverlocatie: Toren - vierde verdieping Ter attentie van M. Korpel Voor de locatie Tilburg (BV04 - BAS Truck Center B.V.) : 9 x T44W 3 x T34W Factuur referentie: Bas Truck Center BV04 Afleverlocatie: Mac arthurweg 2, 5466 AP Veghel... Afdeling Toren 4de verdieping t.a.v. Maik Korpal

Primary quote

Naam
#1961 — Toestellen BAS Truck Center B.V.
Effectief vanaf
2026-01-13
Vervaldatum
2026-02-14

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Yealink T44W
Deze klant neemt 'telefonie diensten of producten' af van TSV.
Product 12
2 Yealink T34W
Deze klant neemt 'telefonie diensten of producten' af van TSV.
Product 3
3 Order en verzendkosten
Deze klant neemt 'PS diensten' af van TSV.
Product 1

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2026-01-14 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-01-14 Opportunity Update Erik Gunther Opportunity: None, Toestellen BAS Truck Center B.V. Total Revenue=2178 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=14-01-2026 Opportunity Owner=Gunther, Erik Status=Closed
2026-01-14 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
2026-01-14 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
2026-01-14 Opportunity Update Erik Gunther Opportunity: None, Toestellen BAS Truck Center B.V. Total Revenue=2178 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 14-01-2026 to 14-01-2026 Opportunity Owner=Gunther, Erik Status=Closed
2026-01-14 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
2026-01-14 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
2026-01-14 Opportunity Update Erik Gunther Opportunity: None, Toestellen BAS Truck Center B.V. Total Revenue=2178 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=14-01-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2026-01-13 Opportunity Update Erik Gunther New Opportunity: None, Toestellen BAS Truck Center B.V. Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=14-01-2026 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
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  "advancedField5": 0.0,
  "amount": 2177.5,
  "assessmentScore": null,
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  "closedDate": "2026-01-14T00:00:00.000Z",
  "companyID": 1230,
  "contactID": 30686172,
  "cost": 0.0,
  "createDate": "2026-01-13T15:54:35.803Z",
  "creatorResourceID": 29682927,
  "description": "Op verzoek van Henk, kun jij het process voor toestellen in gang zetten voor onderstaande locaties:\n\nVoor de locatie Veldhoven (BV04 - BAS Truck Center B.V.):\n3 x T44W\nAfleverlocatie: Toren - vierde verdieping\nTer attentie van M. Korpel\n\nVoor de locatie Tilburg (BV04 - BAS Truck Center B.V.) :\n9 x T44W\n3 x T34W\n\nFactuur referentie: Bas Truck Center BV04\n\nAfleverlocatie:\nMac arthurweg 2, 5466 AP Veghel... Afdeling Toren 4de verdieping t.a.v. Maik Korpal",
  "helpNeeded": "",
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  "lastActivity": "2026-01-14T15:48:03.720Z",
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  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
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  "nextStep": "",
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  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2026-01-14T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "revenueSpreadUnit": "",
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  "stage": 29682776,
  "startDate": "2026-01-13T00:00:00.000Z",
  "status": 4,
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  "title": "Toestellen BAS Truck Center B.V.",
  "totalAmountMonths": 1,
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  "userDefinedFields": [],
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}