Autotask Toolkit

v 2.13.2 PROD

T20260414.0010 - Headset Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Premium Liften (1322AM54)
Aangemaakt
2026-04-14
Gesloten
2026-04-15

Beschrijving

Akkoord ontvangen op: 1x Yealink WH64 dual - 1208673 - Atis 1x Order en verzendkosten ----- originele aanvraag ---- Goedemiddag, We hebben bij de start van de nieuwe telefonie centrale diverse headsets zoals hieronder aangeschaft. Kunnen jullie deze nog leveren en een offerte voor leveren? Met vriendelijke groet, Marco Schoen

Primary quote

Naam
#2019 — T20260414.0010 - Headset
Effectief vanaf
2026-04-14
Vervaldatum
2026-05-15

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Yealink WH64 dual
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 1
2 Order en verzendkosten
Deze klant neemt 'PS diensten' af van TSV. 		Product 1

Notes (9)

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, T20260414.0010 - Headset Total Revenue=192 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, T20260414.0010 - Headset Total Revenue=192 Probability=1% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=21-04-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-04-14 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
2026-04-14 Opportunity Update André Kik New Opportunity: None, T20260414.0010 - Headset Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=21-04-2026 Opportunity Owner=Kik, André Status=Active
Volledige record uit Autotask 
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 192.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2026-04-15T00:00:00.000Z",
  "companyID": 912,
  "contactID": 30685058,
  "cost": 0.0,
  "createDate": "2026-04-14T16:02:27.667Z",
  "creatorResourceID": 29682888,
  "description": "Akkoord ontvangen op:\n1x Yealink WH64 dual - 1208673 - Atis\n1x Order en verzendkosten\n\n\n----- originele aanvraag ----\nGoedemiddag,\n\n\nWe hebben bij de start van de nieuwe telefonie centrale diverse headsets zoals hieronder aangeschaft. Kunnen jullie deze nog leveren en een offerte voor leveren?\n\nMet vriendelijke groet,\n\n\nMarco Schoen",
  "helpNeeded": "",
  "id": 2385,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2026-04-15T11:55:29.277Z",
  "leadSource": null,
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  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
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  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 192.5,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2026-04-15T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
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  "stage": 29682776,
  "startDate": "2026-04-14T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "T20260414.0010 - Headset",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
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}