Autotask Toolkit

v 2.13.2 PROD

Test headsets 5 gebruikers Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Bas Group B.V. (5466AP2)
Aangemaakt
2026-04-07
Gesloten
2026-04-08

Beschrijving

5 stuks Yealink UH46 Dual UC USB-C/A - BusinessCom - 1308183 - a € 55,00 3 stuks Yealink UH46 Mono USB-C/A - BusinessCom - 1308242 - a € 50,00 3 stuks Yealink WH64 Hybrid Dual UC - BusinessCom - 1208686 - a € 135,00 1x Order en verzendkosten Graag bestellen als "Balie" bestelling, Marcel van BusinessCom brengt ze even langs bij de Bas groep. Ik heb hem als boodschappenlijstje in de BusinessCom webshop gezet. Adres voor Marcel: Mac arthurweg 2, 5466 AP Veghel Afdeling Toren 4de verdieping Contact op locatie: Henk van Rijswijk Betaling 100% Achteraf Referentie: BAS World B.V. BV06

Primary quote

Naam
#2014 — Test headsets 5 gebruikers
Effectief vanaf
2026-04-07
Vervaldatum
2026-05-08

Eenmalige items (4)

# Artikel of dienst Item type Aantal
1 Yealink UH46 Dual UC USB-C/A
Deze klant neemt 'telefonie diensten of producten' af van TSV.
Product 5
2 Yealink UH46 Mono UC USB-C/A
Deze klant neemt 'telefonie diensten of producten' af van TSV.
Product 3
3 Yealink WH64 Hybrid Dual UC
Deze klant neemt 'telefonie diensten of producten' af van TSV.
Product 3
4 Order en verzendkosten
Deze klant neemt 'PS diensten' af van TSV.
Product 1

Notes (12)

Datum Action type Assigned to Onderwerp / inhoud
2026-04-08 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-04-08 Opportunity Update Erik Gunther Opportunity: None, Test headsets 5 gebruikers Total Revenue=848 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=08-04-2026 Opportunity Owner=Gunther, Erik Status=Closed
2026-04-08 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
2026-04-08 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
2026-04-08 Opportunity Update Erik Gunther Opportunity: None, Test headsets 5 gebruikers Total Revenue=848 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 08-04-2026 to 08-04-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2026-04-08 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
2026-04-08 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
2026-04-08 Opportunity Update Erik Gunther Opportunity: None, Test headsets 5 gebruikers Total Revenue=848 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=09-04-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-04-07 Opportunity Update Erik Gunther Opportunity: None, Test headsets 5 gebruikers Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=09-04-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-04-07 Opportunity Update Erik Gunther Opportunity: None, Test headsets 5 gebruikers Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=09-04-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-04-07 Opportunity Update Erik Gunther Opportunity: None, Test headsets 5 gebruikers Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=09-04-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-04-07 Opportunity Update Erik Gunther New Opportunity: None, Test headsets 5 gebruikers Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=09-04-2026 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
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  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2026-04-08T00:00:00.000Z",
  "companyID": 1230,
  "contactID": 30686172,
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  "createDate": "2026-04-07T10:10:44.993Z",
  "creatorResourceID": 29682927,
  "description": "5 stuks Yealink UH46 Dual UC USB-C/A  - BusinessCom - 1308183 - a € 55,00\n3 stuks Yealink UH46 Mono USB-C/A - BusinessCom - 1308242 -  a € 50,00\n3 stuks Yealink WH64 Hybrid Dual UC - BusinessCom - 1208686 - a € 135,00\n1x Order en verzendkosten\n\nGraag bestellen als \"Balie\" bestelling, Marcel van BusinessCom brengt ze even langs bij de Bas groep.\nIk heb hem als boodschappenlijstje in de BusinessCom webshop gezet.\n\nAdres voor Marcel:\nMac arthurweg 2, 5466 AP Veghel\nAfdeling Toren 4de verdieping\nContact op locatie: Henk van Rijswijk\n\nBetaling 100% Achteraf\n\nReferentie: BAS World B.V. BV06",
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  "opportunityCategoryID": 105,
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  "status": 4,
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  "title": "Test headsets 5 gebruikers",
  "totalAmountMonths": 1,
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}