Autotask Toolkit

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BAS Parts & Tyres - trainingen en engineer ondersteuning Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Bas Group B.V. (5466AP2)
Aangemaakt
2026-05-13
Gesloten
2026-05-13

Beschrijving

BAS Parts & Tyres B.V. BV09 Locatie neemt 2 dagdelen training af op 1 dag. (4 sessies per dag) + 1 dagdeel voor Floorwalking (Go-Live Support) 1x dagdeel gebruikerstraining training á €695 1x dagdeel floorwalking á €695 1x dag engineer op locatie Factuur referentie : BAS Parts & Tyres BV09

Primary quote

Naam
#2035 — BAS Parts & Tyres - trainingen en engineer ondersteuning
Effectief vanaf
2026-05-12
Vervaldatum
2026-06-13

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 8
2 Voorrijdkosten (project) Cost 1
3 Professional Services
Dagdeel gebruikerstraining en dagdeel floorwalking 		Product 2

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2026-05-19 General Frank Lunstroo 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
2026-05-19 General Frank Lunstroo 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
2026-05-19 Opportunity Update Erik Gunther Opportunity: None, BAS Parts & Tyres - trainingen en engineer ondersteuning Total Revenue=2445 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 13-05-2026 to 13-05-2026 Opportunity Owner=Lunstroo, Frank Status=Closed
2026-05-13 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-05-13 General Frank Lunstroo 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 Frank Lunstroo
2026-05-13 General Frank Lunstroo 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 Frank Lunstroo
2026-05-13 Opportunity Update Frank Lunstroo Opportunity: None, BAS Parts & Tyres - trainingen en engineer ondersteuning Total Revenue=2445 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Changed Projected Close Date from 20-05-2026 to 13-05-2026 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2026-05-13 Opportunity Update Frank Lunstroo Opportunity: None, BAS Parts & Tyres - trainingen en engineer ondersteuning Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=20-05-2026 Opportunity Owner=Lunstroo, Frank Status=Active
2026-05-13 Opportunity Update Frank Lunstroo New Opportunity: None, BAS Parts & Tyres - trainingen en engineer ondersteuning Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=20-05-2026 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask 
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  "closedDate": "2026-05-13T00:00:00.000Z",
  "companyID": 1230,
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