Autotask Toolkit

v 2.13.2 PROD

Omzetten abonnement naar unlimited Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Stichting Centrale Dierenambulance (1098TZ2)
Aangemaakt
2026-04-24
Gesloten
2026-04-28

Beschrijving

0646752170 omgezet naar unlimited Klant geeft zelf aan wanneer dit moet worden terug gezet. LET OP, het werk is al uitgevoerd, deze opp is puur om het vast te leggen in Autotask.

Primary quote

Naam
#2026 — Omzetten abonnement naar unlimited
Effectief vanaf
2026-04-23
Vervaldatum
2026-05-24

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Mobiel
Deze klant neemt 'mobiele diensten of producten' af van TSV.
Product 1

Notes (4)

Datum Action type Assigned to Onderwerp / inhoud
2026-04-28 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
2026-04-28 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
2026-04-28 Opportunity Update Erik Gunther Opportunity: None, Omzetten abonnement naar unlimited Total Revenue=24 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 6 - Handover Projected Close Date=27-04-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Implemented
2026-04-24 Opportunity Update Erik Gunther New Opportunity: None, Omzetten abonnement naar unlimited Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=27-04-2026 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
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  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 24.47,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2026-04-28T00:00:00.000Z",
  "companyID": 411,
  "contactID": 30685845,
  "cost": 0.0,
  "createDate": "2026-04-24T12:54:50.573Z",
  "creatorResourceID": 29682927,
  "description": "0646752170 omgezet naar unlimited\nKlant geeft zelf aan wanneer dit moet worden terug gezet.\n\nLET OP, het werk is al uitgevoerd, deze opp is puur om het vast te leggen in Autotask.",
  "helpNeeded": "",
  "id": 2395,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2026-04-28T08:24:24.627Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 24.47,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2026-04-27T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682776,
  "startDate": "2026-04-24T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Omzetten abonnement naar unlimited",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}