Autotask Toolkit

v 2.13.2 PROD

Mitel 69xx Bluetooth handset Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Cortel Technologies LLC (2NJ08873)
Aangemaakt
2026-03-13
Gesloten
2026-03-31

Beschrijving

Akkoord ontvangen op: 1x Mitel 69xx Bluetooth handset - Businesscom - 50006763 1x Order en verzendkosten Betaling 100% vooraf PO: SO#373303 Scott and Scott Graag Diana mailen met de track en trace. Verzending naar: Shipment to: Scott and Scott LLC 1 CHANCERY LANE London, UK WC2A 1L

Primary quote

Naam
#2000 — Mitel 69xx Bluetooth handset
Effectief vanaf
2026-03-12
Vervaldatum
2026-04-13

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
Mitel Bluetooth handset voor 6940 toestel (50006763) 		Product 1
2 Professional Services
Order- en administratiekosten 		Product 1

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2026-03-31 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-03-31 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
2026-03-31 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
2026-03-31 Opportunity Update Erik Gunther Opportunity: None, Mitel 69xx Bluetooth handset Total Revenue=160 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 31-03-2026 to 31-03-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2026-03-31 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
2026-03-31 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
2026-03-31 Opportunity Update Erik Gunther Opportunity: None, Mitel 69xx Bluetooth handset Total Revenue=160 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=06-04-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-03-30 Opportunity Update Erik Gunther Opportunity: None, Mitel 69xx Bluetooth handset Total Revenue=160 Probability=25% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Changed Projected Close Date from 20-03-2026 to 06-04-2026 Changed Opportunity Owner from Lunstroo, Frank to Gunther, Erik Status=Active
2026-03-13 0 Quick Note Frank Lunstroo Quote gemaakt en met Diana gedeeld voor goedkeuring
2026-03-13 Opportunity Update Frank Lunstroo Opportunity: None, Mitel 69xx Bluetooth handset Total Revenue=160 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=20-03-2026 Opportunity Owner=Lunstroo, Frank Status=Active
2026-03-13 Opportunity Update Frank Lunstroo New Opportunity: None, Mitel 69xx Bluetooth handset Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=20-03-2026 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask 
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