Autotask Toolkit

v 2.13.2 PROD

Opwaardering strippenkaart Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
GVB Exploitatie B.V. (1043HP106)
Aangemaakt
2026-02-05
Gesloten
2026-02-24

Beschrijving

Akkoord op opwaardering strippenkaart met €5.500,00 Zie map getekende offertes. PO: 4501208533

Primary quote

Naam
#1987 — Opwaardering strippenkaart
Effectief vanaf
2026-02-23
Vervaldatum
2026-03-24

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 55

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2026-02-24 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-02-24 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
2026-02-24 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
2026-02-24 Opportunity Update Erik Gunther Opportunity: None, Opwaardering strippenkaart Total Revenue=5500 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 24-02-2026 to 24-02-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2026-02-24 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
2026-02-24 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
2026-02-24 Opportunity Update Erik Gunther Opportunity: None, Opwaardering strippenkaart Total Revenue=5500 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=24-02-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-02-19 0 Quick Note Erik Gunther Mail naar GVB: Hi Anusha, Ik heb het nog even gecheckt, op dit moment staat er nog +- €400 op de strippenkaart en ik zie nog +- €800 wat nog gefactureerd moet worden in tickets terug. Zullen we nu een verhoging doen van €5500 zodat we dan rond de €5000 euro beschikbaar saldo komen nadat alles wat nu nog staat. Verder denk ik dat het goed is om als we onder de waarschuwingsgrens komen dat ik dan een orderbevestiging stuur naar jou voor de opwaardering. Deze factureren wij vervolgens op het PO nummer die wij op het begin van het jaar afstemmen zodat we niet net als vorig jaar steeds in het rood uitkomen. Zou je het PO nummer naar mij kunnen sturen dan maak ik de melding van onze afspraak in onze systemen. Mochten er nog vragen of opmerkingen zijn dan hoor ik dat graag.
2026-02-17 Opportunity Update Erik Gunther Opportunity: None, Opwaardering strippenkaart Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 13-02-2026 to 24-02-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-02-05 Opportunity Update Erik Gunther New Opportunity: None, Opwaardering strippenkaart Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=13-02-2026 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": 5500.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2026-02-24T00:00:00.000Z",
  "companyID": 299,
  "contactID": 30686276,
  "cost": 0.0,
  "createDate": "2026-02-05T08:49:28.417Z",
  "creatorResourceID": 29682927,
  "description": "Akkoord op opwaardering strippenkaart met €5.500,00\nZie map getekende offertes.\n\nPO: 4501208533",
  "helpNeeded": "",
  "id": 2336,
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  "lastActivity": "2026-02-24T08:16:38.877Z",
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  "opportunityCategoryID": 105,
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  "productID": 2,
  "projectedCloseDate": "2026-02-24T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "revenueSpreadUnit": "",
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  "stage": 29682776,
  "startDate": "2026-02-05T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Opwaardering strippenkaart",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}