Autotask Toolkit

v 2.13.2 PROD

Saldo van de strippenkaart Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
GVB Exploitatie B.V. (1043HP106)
Aangemaakt
2026-05-12
Gesloten
2026-05-27

Beschrijving

Verhoging van de strippenkaart van 5.060,00 besproken met Anusha, Mag worden gefactureerd onder bestaande PO: 4501208533 --- originele tekst --- ************************************************************************** Saldo van de strippenkaart is onder de ondergrens ************************************************************************** Klantnaam: GVB Exploitatie B.V. (1043HP106) Contract: GVB Exploitatie B.V. (1043HP106) - 7x4 (STRIP) Account manager: Frank Lunstroo Huidig Saldo: € 1.426,04 Dit is de eerste waarschuwing. Het saldo van de strippenkaart moet worden aangevuld, graag zsm actie.

Primary quote

Naam
#2042 — Saldo van de strippenkaart
Effectief vanaf
2026-05-26
Vervaldatum
2026-06-27

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer
Engineer rol voor werkzaamheden op een incident ticket
Labor 44

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2026-05-27 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-05-27 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
2026-05-27 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
2026-05-27 Opportunity Update Erik Gunther Opportunity: None, Saldo van de strippenkaart Total Revenue=5060 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 27-05-2026 to 27-05-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2026-05-27 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
2026-05-27 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
2026-05-27 Opportunity Update Erik Gunther Opportunity: None, Saldo van de strippenkaart Total Revenue=5060 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=29-05-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-05-27 Opportunity Update Erik Gunther Opportunity: None, Saldo van de strippenkaart Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=29-05-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-05-12 Opportunity Update Erik Gunther New Opportunity: None, Saldo van de strippenkaart Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=29-05-2026 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": 5060.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2026-05-27T00:00:00.000Z",
  "companyID": 299,
  "contactID": 30686276,
  "cost": 0.0,
  "createDate": "2026-05-12T14:13:08.427Z",
  "creatorResourceID": 29682927,
  "description": "Verhoging van de strippenkaart van 5.060,00 besproken met Anusha,\nMag worden gefactureerd onder bestaande PO: 4501208533\n\n\n\n--- originele tekst ---\n**************************************************************************\nSaldo van de strippenkaart is onder de ondergrens\n**************************************************************************\n\nKlantnaam: GVB Exploitatie B.V. (1043HP106)\nContract: GVB Exploitatie B.V. (1043HP106) - 7x4 (STRIP)\n\nAccount manager: Frank Lunstroo\n\nHuidig Saldo: € 1.426,04\n\nDit is de eerste waarschuwing. Het saldo van de strippenkaart moet worden aangevuld, graag zsm actie.",
  "helpNeeded": "",
  "id": 2401,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2026-05-27T08:47:51.210Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
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  "market": "",
  "monthlyCost": 0.0,
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  "nextStep": "",
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  "onetimeRevenue": 5060.0,
  "opportunityCategoryID": 105,
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  "ownerResourceID": 29682927,
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  "productID": 2,
  "projectedCloseDate": "2026-05-27T00:00:00.000Z",
  "promisedFulfillmentDate": null,
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  "stage": 29682776,
  "startDate": "2026-05-12T00:00:00.000Z",
  "status": 3,
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  "title": "Saldo van de strippenkaart",
  "totalAmountMonths": 1,
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}