Autotask Toolkit

v 2.13.2 PROD

T20260326.0007 - Blokkeren Simkaarten Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Van de Velde Packaging – Wormer (1566JN11)
Aangemaakt
2026-03-26
Gesloten
2026-03-30

Beschrijving

Akkoord ontvangen voor 25 nieuwe simkaarten. Deze dienen ter vervanging van de bestaande simkaarten met Odido abonnementen. Getekend document staat in de map. Activatiekosten simwissel 25 stuks x 20,00 = 500,00 Betalingsvoorwaarden 100% bij oplevering. ---------------------------------------------------------------------------- Hi, Wij zijn bezig met een volledige opschoning en herstructurering van onze mobiele abonnementen en willen daarom alle simkaarten vernieuwen. Met vriendelijke groet, Luke Corver Luke gesproken, Wil inderdaad voor alle nummers nieuwe kaartjes (25?) Omzetten als hun de nieuwe binnen hebben Nog niet blokkeren

Primary quote

Naam
#2009 — T20260326.0007 - Blokkeren Simkaarten
Effectief vanaf
2026-03-26
Vervaldatum
2026-04-27

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Mobiel - activatie nieuwe simkaart
Deze klant neemt 'mobiele diensten of producten' af van TSV.
Product 25

Notes (13)

Datum Action type Assigned to Onderwerp / inhoud
2026-03-30 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-03-30 General Jeroen Waldram 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
2026-03-30 General Jeroen Waldram 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
2026-03-30 Opportunity Update Erik Gunther Opportunity: None, T20260326.0007 - Blokkeren Simkaarten Total Revenue=500 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 30-03-2026 to 30-03-2026 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2026-03-30 General Jeroen Waldram 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 Jeroen Waldram
2026-03-30 General Jeroen Waldram 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 Jeroen Waldram
2026-03-30 Opportunity Update Jeroen Waldram Opportunity: None, T20260326.0007 - Blokkeren Simkaarten Total Revenue=500 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 09-04-2026 to 30-03-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-03-26 4 KPI Email verstuurd Jeroen Waldram Voorstel activatiekosten sturen Done
2026-03-27 Opportunity Update Jeroen Waldram Opportunity: None, T20260326.0007 - Blokkeren Simkaarten Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Changed Projected Close Date from 02-04-2026 to 09-04-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-03-26 Opportunity Update Jeroen Waldram Opportunity: None, T20260326.0007 - Blokkeren Simkaarten Total Revenue=0 Changed Probability from 1% to 50% Changed Status from Stage 1 First Contact to Stage 2 Qualification Projected Close Date=02-04-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-03-26 Opportunity Update Erik Gunther Opportunity: None, T20260326.0007 - Blokkeren Simkaarten Total Revenue=0 Probability=1% Sales Stage=Stage 1 First Contact Projected Close Date=02-04-2026 Changed Opportunity Owner from Gunther, Erik to Waldram, Jeroen Status=Active
2026-03-26 General Erik Gunther Workflow Rule "Technische Opportunity naar Sales Agent" fired.
When an opportunity is: Created And the following conditions are met: Opportunity Owner not in list "Gunther, Erik or Hammel, David or Lunstroo, Frank or Riechelmann, Ronny or Veldkamp, Alex or Waldram, Jeroen" Then execute the following actions: Set Opportunity Owner To "Gunther, Erik" Set Probability To "1" Send notification e-mail (Opportunity - Re-assigned (Wizard)) to egunther@tsv-groep.nl Initiated by André Kik
2026-03-26 Opportunity Update André Kik New Opportunity: None, T20260326.0007 - Blokkeren Simkaarten Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=02-04-2026 Opportunity Owner=Kik, André Status=Active
Volledige record uit Autotask
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  "advancedField3": 0.0,
  "advancedField4": 0.0,
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  "amount": 500.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2026-03-30T00:00:00.000Z",
  "companyID": 450,
  "contactID": 30686320,
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  "description": "Akkoord ontvangen voor 25 nieuwe simkaarten. Deze dienen ter vervanging van de bestaande simkaarten met Odido abonnementen.\nGetekend document staat in de map.\n\nActivatiekosten simwissel 25 stuks x 20,00 = 500,00\nBetalingsvoorwaarden 100% bij oplevering.\n\n----------------------------------------------------------------------------\n\n\nHi,\nWij zijn bezig met een volledige opschoning en herstructurering van onze mobiele abonnementen en willen daarom alle simkaarten vernieuwen.\nMet vriendelijke groet,\nLuke Corver\n\nLuke gesproken,\nWil inderdaad voor alle nummers nieuwe kaartjes (25?)\nOmzetten als hun de nieuwe binnen hebben\nNog niet blokkeren",
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  "productID": 2,
  "projectedCloseDate": "2026-03-30T00:00:00.000Z",
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  "title": "T20260326.0007 - Blokkeren Simkaarten",
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