Autotask Toolkit

v 2.13.2 PROD

Bumicom - uitbreiden monitoring kanalen Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Ayvens (1114AN30)
Aangemaakt
2026-03-06
Gesloten
2026-03-17

Beschrijving

Wij hebben opdracht ontvangen voor de realisatie. Dit gaat Bumicom uitvoeren, dus daarvoor dienen wij hun opdracht te geven. In de map inkoop staat het voorstel voor de realisatie. Vanuit TSV heb ik een half uur projectbegeleiding toegevoegd, puur voor het bestellen en administratief afhandelen van deze opdracht. Contactpersoon bij Ayvens voor de realisatie en terugkoppeling dat het opgeleverd is, is Gea Geerts.

Primary quote

Naam
#1998 — Bumicom - uitbreiden monitoring kanalen
Effectief vanaf
2026-03-05
Vervaldatum
2026-04-06

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Project Management
0,5 uur meegenomen voor verwerken van de opdracht en aansturen Bumicom
Labor 0.5
2 Professional Services
1 uur arbeid van Bumicom, inkoop 138,- per uur, 30% marge daarop maakt verkoop 197,50 per uur
Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2026-03-17 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-03-17 General Frank Lunstroo 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
2026-03-17 General Frank Lunstroo 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
2026-03-17 Opportunity Update Frank Lunstroo Opportunity: None, Bumicom - uitbreiden monitoring kanalen Total Revenue=260 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 17-03-2026 to 17-03-2026 Opportunity Owner=Lunstroo, Frank Status=Closed
2026-03-17 General Frank Lunstroo 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
2026-03-17 General Frank Lunstroo 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
2026-03-17 Opportunity Update Frank Lunstroo Opportunity: None, Bumicom - uitbreiden monitoring kanalen Total Revenue=260 Changed Probability from 25% to 100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=05-05-2026 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2026-03-06 Opportunity Update Frank Lunstroo New Opportunity: None, Bumicom - uitbreiden monitoring kanalen Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=05-05-2026 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask
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  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 260.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2026-03-17T00:00:00.000Z",
  "companyID": 347,
  "contactID": 30683566,
  "cost": 0.0,
  "createDate": "2026-03-06T12:34:25.003Z",
  "creatorResourceID": 29682902,
  "description": "Wij hebben opdracht ontvangen voor de realisatie.\n\nDit gaat Bumicom uitvoeren, dus daarvoor dienen wij hun opdracht te geven. In de map inkoop staat het voorstel voor de realisatie.\n\nVanuit TSV heb ik een half uur projectbegeleiding toegevoegd, puur voor het bestellen en administratief afhandelen van deze opdracht.\n\nContactpersoon bij Ayvens voor de realisatie en terugkoppeling dat het opgeleverd is, is Gea Geerts.",
  "helpNeeded": "",
  "id": 2361,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2026-03-17T11:08:09.947Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 260.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2026-03-17T00:00:00.000Z",
  "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": "2026-03-06T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Bumicom - uitbreiden monitoring kanalen",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}