Autotask Toolkit

v 2.13.2 PROD

Trainingen Sales BV06 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

BAS World Sales BV06 Locatie neemt 2 dagdelen training af op 1 dag. (2 dagen) (4 sessies per dag) + 1 dagdeel voor Floorwalking (Go-Live Support) 2x dagdeel training gebruikerstraining á €695 (09-02) 2x dagdeel training gebruikerstraining á €695 (10-02) 1x dagdeel floorwalking (Go-Live Support) á €695 (11-02) Factuur referentie: Trainingen Sales BV06

Primary quote

Naam
#1963 — Trainingen Sales BV06
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 4
2 Go Live ondersteuning (Alwina)
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 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 Sales BV06 Total Revenue=3475 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 Sales BV06 Total Revenue=3475 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=14-01-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2026-01-14 Opportunity Update Erik Gunther Opportunity: None, Trainingen Sales BV06 Total Revenue=3475 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=14-01-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-01-13 Opportunity Update Erik Gunther New Opportunity: None, Trainingen Sales BV06 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,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 3475.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2026-01-14T00:00:00.000Z",
  "companyID": 1230,
  "contactID": 30686172,
  "cost": 0.0,
  "createDate": "2026-01-13T17:04:36.840Z",
  "creatorResourceID": 29682927,
  "description": "BAS World Sales BV06\nLocatie neemt 2 dagdelen training af op 1 dag. (2 dagen) (4 sessies per dag) + 1 dagdeel voor Floorwalking (Go-Live Support)\n2x dagdeel training gebruikerstraining á €695 (09-02)\n2x dagdeel training gebruikerstraining á €695 (10-02)\n1x dagdeel floorwalking (Go-Live Support) á €695 (11-02)\n\nFactuur referentie: Trainingen Sales BV06",
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  "lastActivity": "2026-01-14T16:11:24.523Z",
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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": "",
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  "rating": null,
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  "startDate": "2026-01-13T00:00:00.000Z",
  "status": 4,
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  "title": "Trainingen Sales BV06",
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  "useQuoteTotals": true,
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  "winReason": null,
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}