Autotask Toolkit

v 2.13.2 PROD

6x Yealink WH64 duo Hybrid Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Bas Group B.V. (5466AP2)
Aangemaakt
2026-04-09
Gesloten
2026-04-15

Beschrijving

LET OP, Deze hardware is al geleverd op : 2x Yealink WH64 Hybrid Dual UC 27-03-2026 4x Yealink WH64 Hybrid Dual UC 09-04-2026 Hoeft dus alleen nog gefactureerd te worden Betaling 100% Achteraf Referentie: BV-06 – BAS World B.V.

Primary quote

Naam
#2020 — 6x Yealink WH64 duo Hybrid
Effectief vanaf
2026-04-14
Vervaldatum
2026-05-15

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Yealink headset
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 6
2 Order en verzendkosten
Deze klant neemt 'PS diensten' af van TSV. 		Product 1

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2026-04-15 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-04-15 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
2026-04-15 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
2026-04-15 Opportunity Update Erik Gunther Opportunity: None, 6x Yealink WH64 duo Hybrid Total Revenue=722 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 15-04-2026 to 15-04-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2026-04-15 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
2026-04-15 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
2026-04-15 Opportunity Update Erik Gunther Opportunity: None, 6x Yealink WH64 duo Hybrid Total Revenue=722 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=10-04-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-04-15 Opportunity Update Erik Gunther Opportunity: None, 6x Yealink WH64 duo Hybrid Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=10-04-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-04-13 Opportunity Update Erik Gunther Opportunity: None, 6x Yealink WH64 duo Hybrid Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=10-04-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-04-13 Opportunity Update Erik Gunther Opportunity: None, 4x Yealink WH64 duo Hybrid Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=10-04-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-04-09 Opportunity Update Erik Gunther New Opportunity: None, 4x Yealink WH64 duo Hybrid Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=10-04-2026 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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