Autotask Toolkit

v 2.13.2 PROD

Extra Pridis bedienpost Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Gemeente Nunspeet (8071GJ1)
Aangemaakt
2026-04-23
Gesloten
2026-05-12

Beschrijving

Akkoord ontvangen op 1 extra Pridis bedienpost (incl recording) Zie inkoop Pridis Licentie prijs is gelijk aan huidige licenties. Installatie door Pridis met 1 uur ondersteuning van TSV indien nodig zoals overlegt met Marc. ---- Originele tekst---- Graag zouden wij een offerte ontvangen voor 1 extra licentie voor de Connecsy bedienpost oplossing. Offerte gedurende lopende looptijd contract

Primary quote

Naam
#2033 — Extra Pridis bedienpost
Effectief vanaf
2026-05-11
Vervaldatum
2026-06-12

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Pridis licentie
Deze klant neemt 'telefonie diensten of producten' af van TSV.
Product 45

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Activatie kosten
Deze klant neemt 'PS diensten' af van TSV.
Product 1

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2026-05-12 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-05-12 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
2026-05-12 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
2026-05-12 Opportunity Update Erik Gunther Opportunity: None, Extra Pridis bedienpost Total Revenue=3769 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 12-05-2026 to 12-05-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2026-05-12 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
2026-05-12 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
2026-05-12 Opportunity Update Erik Gunther Opportunity: None, Extra Pridis bedienpost Total Revenue=3740 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=01-05-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-05-08 Opportunity Update Erik Gunther Opportunity: None, Extra Pridis bedienpost Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=01-05-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-04-23 Opportunity Update Erik Gunther New Opportunity: None, Extra Pridis bedienpost Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=01-05-2026 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 3768.8,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2026-05-12T00:00:00.000Z",
  "companyID": 734,
  "contactID": 30686041,
  "cost": 0.0,
  "createDate": "2026-04-23T13:05:48.010Z",
  "creatorResourceID": 29682927,
  "description": "Akkoord ontvangen op 1 extra Pridis bedienpost (incl recording)\nZie inkoop Pridis\nLicentie prijs is gelijk aan huidige licenties.\n\nInstallatie door Pridis met 1 uur ondersteuning van TSV indien nodig zoals overlegt met Marc.\n\n---- Originele tekst----\nGraag zouden wij een offerte ontvangen voor 1 extra licentie voor de Connecsy bedienpost oplossing.\nOfferte gedurende lopende looptijd contract",
  "helpNeeded": "",
  "id": 2394,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2026-05-12T14:52:55.263Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 3538.8,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 230.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2026-05-12T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
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  "semiannualCost": 0.0,
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  "stage": 29682776,
  "startDate": "2026-04-23T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Extra Pridis bedienpost",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}