Autotask Toolkit

v 2.13.2 PROD

Opwaarderen project retainer 088 nummerplan - arbeid maart 2026 Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Ayvens (1114AN30)
Aangemaakt
2026-03-04
Gesloten
2026-03-12

Beschrijving

Wij hebben akkoord ontvangen voor het opwaarderen van de strippenkaart, zodat de geplande werkzaamheden voor de maand maart daar vanaf geboekt kunnen worden. Voor Ayvens zijn voor de maand maart de volgende dagen ingepland: 10 maart remote 12 maart op locatie 19 maart op locatie 26 maart remote 31 maart remote 2x onsite

Primary quote

Naam
#1996 — Opwaarderen project retainer 088 nummerplan - arbeid maart 2026
Effectief vanaf
2026-03-04
Vervaldatum
2026-04-05

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 40
2 Voorrijdkosten (project) Cost 2

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2026-03-12 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-03-12 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 Frank Lunstroo
2026-03-12 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 Frank Lunstroo
2026-03-12 Opportunity Update Frank Lunstroo Opportunity: None, Opwaarderen project retainer 088 nummerplan - arbeid maart 2026 Total Revenue=4870 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 12-03-2026 to 12-03-2026 Opportunity Owner=Gunther, Erik Status=Closed
2026-03-12 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 Frank Lunstroo
2026-03-12 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 Frank Lunstroo
2026-03-12 Opportunity Update Frank Lunstroo Opportunity: None, Opwaarderen project retainer 088 nummerplan - arbeid maart 2026 Total Revenue=4870 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 13-03-2026 to 12-03-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2026-03-05 Opportunity Update Erik Gunther Opportunity: None, Opwaarderen project retainer 088 nummerplan - arbeid maart 2026 Total Revenue=4870 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=13-03-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-03-04 Opportunity Update Erik Gunther New Opportunity: None, Opwaarderen project retainer 088 nummerplan - arbeid maart 2026 Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=13-03-2026 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 4870.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2026-03-12T00:00:00.000Z",
  "companyID": 347,
  "contactID": 30685369,
  "cost": 170.0,
  "createDate": "2026-03-04T13:55:21.690Z",
  "creatorResourceID": 29682927,
  "description": "Wij hebben akkoord ontvangen voor het opwaarderen van de strippenkaart, zodat de geplande werkzaamheden voor de maand maart daar vanaf geboekt kunnen worden.\n\nVoor Ayvens zijn voor de maand maart de volgende dagen ingepland:\n\n10 maart remote\n\n12 maart op locatie\n\n19 maart op locatie\n\n26 maart remote\n\n31 maart remote\n\n2x onsite",
  "helpNeeded": "",
  "id": 2359,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2026-03-12T12:58:22.503Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 170.0,
  "onetimeRevenue": 4870.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2026-03-12T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682776,
  "startDate": "2026-03-04T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Opwaarderen project retainer 088 nummerplan - arbeid maart 2026",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}