Autotask Toolkit

v 2.13.2 PROD

55 inch commercial display Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Gemeente Stichtse Vecht (3601GR1)
Aangemaakt
2026-01-26
Gesloten
2026-06-01

Beschrijving

Akkoord ontvangen op: Eenmalig: 1x Maxhub CMB 55 " met bezorging en uitleg op locatie 1x Installatie kosten Jaarlijks: 1x Pivot pro Betaling 100% Achteraf Inkoop zie inkoopmap Verplichtingsnummer: 4500002433 Offerte is digitaal getekend, zie zegel onder op het document Contactpersoon op locatie Marvin ---- Originele tekst ----- 55 inch commercial display Gerko heeft al een voorzetje gegeven bij Marvin

Primary quote

Naam
#2044 — 55 inch commercial display
Effectief vanaf
2026-05-31
Vervaldatum
2026-07-01

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Maxhub CMB
CMB met bezorging 		Product 1
2 Engineer
Engineer rol voor werkzaamheden op een incident ticket 		Labor 6
3 Voorrijdkosten (support) Cost 2

Overig periodiek (1)

# Artikel of dienst Item type Aantal
1 Pivot
Deze klant neemt 'beheer diensten' af van TSV. 		Product 1

Notes (19)

Datum Action type Assigned to Onderwerp / inhoud
2026-03-05 1 KPI Telefonisch contact Erik Gunther Daan bellen
2026-06-01 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-06-09 Opportunity Update Erik Gunther Opportunity: None, 55 inch commercial display Total Revenue=1944 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=01-06-2026 Opportunity Owner=Gunther, Erik Status=Closed
2026-06-02 Opportunity Update André Kik Opportunity: None, 55 inch commercial display Total Revenue=1944 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=01-06-2026 Opportunity Owner=Gunther, Erik Status=Closed
2026-06-01 Opportunity Update Erik Gunther Opportunity: None, 55 inch commercial display Total Revenue=1944 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=01-06-2026 Opportunity Owner=Gunther, Erik Status=Closed
2026-06-01 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
2026-06-01 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
2026-06-01 Opportunity Update Erik Gunther Opportunity: None, 55 inch commercial display Total Revenue=1944 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 01-06-2026 to 01-06-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2026-06-01 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
2026-06-01 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
2026-06-01 Opportunity Update Erik Gunther Opportunity: None, 55 inch commercial display Total Revenue=1944 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=05-05-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-04-28 Opportunity Update Erik Gunther Opportunity: None, 55 inch commercial display Total Revenue=0 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 26-04-2026 to 05-05-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-03-27 Opportunity Update Erik Gunther Opportunity: None, 55 inch commercial display Total Revenue=0 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 27-03-2026 to 26-04-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-03-05 Opportunity Update Erik Gunther Opportunity: None, 55 inch commercial display Total Revenue=0 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 19-03-2026 to 27-03-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-03-05 0 Quick Note Erik Gunther Marvin gebeld, kreeg hem niet te pakken, na mijn vakantie weer bellen.
2026-02-17 Opportunity Update Erik Gunther Opportunity: None, 55 inch commercial display Total Revenue=0 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 30-01-2026 to 19-03-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-01-27 Opportunity Update Erik Gunther Opportunity: None, 55 inch commercial display Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=30-01-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-01-27 Opportunity Update Erik Gunther Opportunity: None, 55 inch commercial display Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=30-01-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-01-26 Opportunity Update Erik Gunther New Opportunity: None, 50 inch commercial display Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=30-01-2026 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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  "advancedField3": 0.0,
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  "amount": 1944.17,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2026-06-01T00:00:00.000Z",
  "companyID": 285,
  "contactID": 30686029,
  "cost": 0.0,
  "createDate": "2026-01-26T11:01:21.203Z",
  "creatorResourceID": 29682927,
  "description": "Akkoord ontvangen op:\nEenmalig:\n1x Maxhub CMB 55 \" met bezorging en uitleg op locatie\n1x Installatie kosten\n\nJaarlijks:\n1x Pivot pro\n\nBetaling 100% Achteraf\nInkoop zie inkoopmap\n\nVerplichtingsnummer: 4500002433 \n\nOfferte is digitaal getekend, zie zegel onder op het document\n\nContactpersoon op locatie Marvin\n\n---- Originele tekst -----\n55 inch commercial display\nGerko heeft al een voorzetje gegeven bij Marvin",
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  "lastActivity": "2026-06-09T06:53:35.047Z",
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  "market": "",
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  "onetimeCost": 0.0,
  "onetimeRevenue": 1940.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
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  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2026-06-01T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
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  "stage": 29682776,
  "startDate": "2026-01-26T00:00:00.000Z",
  "status": 4,
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  "title": "55 inch commercial display",
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  "userDefinedFields": [],
  "winReason": null,
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  "yearlyCost": 0.0,
  "yearlyRevenue": 50.0
}