Autotask Toolkit

v 2.13.2 PROD

50x Yealink T44W IP Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Bas Group B.V. (5466AP2)
Aangemaakt
2026-04-09
Gesloten
2026-04-10

Beschrijving

Op 9 april 2026 het verzoek ontvangen om met spoed toestellen te bestellen. Dit hebben wij nader afgestemd met de klant om te begrijpen waarvoor deze ingezet gaan worden en onze leverancier Intermedia over voorraad en levertijd. Nadat dit duidelijk was, hebben wij (Marc en Frank) de bestelling kunnen plaatsen vanuit het Elevate account van BAS Group B.V. Order ID: 2161130 Shipment ID: 700409 Financieel is met Richard afgestemd dat wij direct een 100% factuur versturen, parallel aan de bestelling en levering. Deze factuur kan dan in behandeling worden genomen bij BAS Group en binnen 30 dagen betaald worden. Dit wijkt af van de contractafspraak van 90% vooraf en 10% achteraf. Dit is ook besproken, afgestemd en bevestigd aan BAS Group. Kostenplaats voor op de factuur is: BV-06 - BAS World B.V.

Primary quote

Naam
#2017 — 50x Yealink T44W IP
Effectief vanaf
2026-04-09
Vervaldatum
2026-05-10

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
Yealink T44W toestel
Product 50
2 Professional Services
Order- en verzendkosten (&982)
Product 1

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2026-04-10 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-04-10 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 Frank Lunstroo
2026-04-10 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 Frank Lunstroo
2026-04-10 Opportunity Update Frank Lunstroo Opportunity: None, 50x Yealink T44W IP Total Revenue=7618 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 10-04-2026 to 10-04-2026 Opportunity Owner=Gunther, Erik Status=Closed
2026-04-10 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 Frank Lunstroo
2026-04-10 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 Frank Lunstroo
2026-04-10 Opportunity Update Frank Lunstroo Opportunity: None, 50x Yealink T44W IP Total Revenue=7618 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=10-04-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2026-04-10 Opportunity Update Frank Lunstroo Opportunity: None, 50x Yealink T44W IP Total Revenue=0 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=10-04-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-04-10 Opportunity Update Frank Lunstroo Opportunity: None, 50x Yealink T44W IP 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, 50x Yealink T44 IP 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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