Autotask Toolkit

v 2.13.2 PROD

2 uur extra remote training Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Bas Group B.V. (5466AP2)
Aangemaakt
2026-04-21
Gesloten
2026-04-21

Beschrijving

Orderbevestiging gestuurd van: 2uur remote training Betaling: 100% Achteraf Referentie: BV06 Sales Online Training Let op de training heeft al plaats gevonden op 03-03-2026 ---Originele tekst:--- Zou jij aub een OB kunnen maken voor de onlinetraining t.b.v. BAS Group. Betreft afdeling Sales 2 uur online trainingen t.b.v. Kantoren in Dubai. Training heeft plaats gevonden op vrijdag 3 maart. Ovv: BAS06 Sales Online Training. Inkoop ontvangen voor 2 uurtjes €250. Wat de verkoopprijs? Daar is nog niks over geroepen. Wellicht is 175 euro per uur best reëel. (Want een dagdeel kost €685 = 4 uurtjes)

Primary quote

Naam
#2023 — 2 uur extra remote training
Effectief vanaf
2026-04-20
Vervaldatum
2026-05-21

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Remote training Alwina
Deze klant neemt 'PS diensten' af van TSV.
Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2026-04-21 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-04-21 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
2026-04-21 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
2026-04-21 Opportunity Update Erik Gunther Opportunity: None, 2 uur extra remote training Total Revenue=335 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 21-04-2026 to 21-04-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2026-04-21 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
2026-04-21 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
2026-04-21 Opportunity Update Erik Gunther Opportunity: None, 2 uur extra remote training Total Revenue=335 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=22-04-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-04-21 Opportunity Update Erik Gunther New Opportunity: None, 2 uur extra remote training Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=22-04-2026 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
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  "closedDate": "2026-04-21T00:00:00.000Z",
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