Autotask Toolkit

v 2.13.2 PROD

Trainingen Eerdsebaan BV04 Implemented

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

Beschrijving

Deze opdracht is uiteindelijk niet doorgegaan. Op 13-5-2026 per mail ook de annulering bevestigd naar de klant. Dit bericht staat in de map Getekende documenten. Ook is Richard Evers op de hoogte gesteld van de annulering. BTC Eerdsebaan BV04 Locatie neemt 2 dagdelen training af op 1 dag. (4 sessies per dag) + 1 dagdeel voor Floorwalking (Go-Live Support) 2x dagdeel gebruikerstraining training á €695 (19-02) 1x dagdeel floorwalking á €695 (20-02) Factuur referentie : BTC Eerdsebaan BV04

Primary quote

Naam
#1962 — Trainingen Eerdsebaan BV04
Effectief vanaf
2026-01-13
Vervaldatum
2026-02-14

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Dagdeel gebruikerstraining (Alwina)
Deze klant neemt 'PS diensten' af van TSV. 		Product 2
2 Go Live ondersteuning (Alwina)
Deze klant neemt 'PS diensten' af van TSV. 		Product 1

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2026-06-09 Opportunity Update Erik Gunther Opportunity: None, Trainingen Eerdsebaan BV04 Total Revenue=2085 Changed Probability from 0% to 100% Sales Stage=Stage 6 - Handover Projected Close Date=13-05-2026 Opportunity Owner=Gunther, Erik Status=Implemented
2026-05-13 Opportunity Update Frank Lunstroo Opportunity: None, Trainingen Eerdsebaan BV04 Total Revenue=2085 Changed Probability from 100% to 0% Sales Stage=Stage 6 - Handover Changed Projected Close Date from 14-01-2026 to 13-05-2026 Opportunity Owner=Gunther, Erik Changed Status from Closed to Lost
2026-01-14 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
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, Trainingen Eerdsebaan BV04 Total Revenue=2085 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, Trainingen Eerdsebaan BV04 Total Revenue=2085 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=15-01-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2026-01-14 Opportunity Update Erik Gunther Opportunity: None, Trainingen Eerdsebaan BV04 Total Revenue=2085 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=15-01-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-01-13 Opportunity Update Erik Gunther New Opportunity: None, Trainingen Eerdsebaan BV04 Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=15-01-2026 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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