Autotask Toolkit

v 2.13.2 PROD

Aanpassen toestellen naar WiFi Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Unsworth & Associates (1019GM95A)
Aangemaakt
2026-06-22
Gesloten
2026-06-26

Beschrijving

Akkoord ontvangen voor: 2 uur 1x voorrijden 3x adapter - Businesscom - PS-T4 (PS5V2000EU) Doel is toestellen op WiFi zetten, klant is bewust van dat de wifi kwaliteitsproblemen kan hebben.

Primary quote

Naam
#2060 — Aanpassen toestellen naar WiFi
Effectief vanaf
2026-06-23
Vervaldatum
2026-07-24

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Adapter
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 3
2 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket 		Labor 2
3 Voorrijdkosten (support) Cost 1

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2026-06-26 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-06-26 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
2026-06-26 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
2026-06-26 Opportunity Update Erik Gunther Opportunity: None, Aanpassen toestellen naar WiFi Total Revenue=406 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 26-06-2026 to 26-06-2026 Opportunity Owner=Gunther, Erik Status=Closed
2026-06-26 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
2026-06-26 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
2026-06-26 Opportunity Update Erik Gunther Opportunity: None, Aanpassen toestellen naar WiFi Total Revenue=406 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=26-06-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2026-06-24 General Erik Gunther Workflow Rule "[TSV-Opp geen quote] Opportunity zonder quote op Proposal Sent gezet" fired.
When an opportunity is: Edited And the following conditions are met: Stage in list "Stage 3 Proposal Sent or Stage 4 Contract Sent or Stage 5 Closed - WON or Stage 5 Closed - LOST or Stage 6 - Handover" Total Revenue equal to "0" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Stage 3 of hoger zonder revenue (geen quote)) to flunstroo@tsv-groep.nl; Opportunity Owner (egunther@tsv-groep.nl) Initiated by Erik Gunther
2026-06-24 Opportunity Update Erik Gunther Opportunity: None, Aanpassen toestellen naar WiFi Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=26-06-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-06-22 Opportunity Update Erik Gunther New Opportunity: None, Aanpassen toestellen naar WiFi Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=26-06-2026 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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  "closedDate": "2026-06-26T00:00:00.000Z",
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  "creatorResourceID": 29682927,
  "description": "Akkoord ontvangen voor:\n2 uur\n1x voorrijden\n3x adapter - Businesscom - PS-T4 (PS5V2000EU)\n\nDoel is toestellen op WiFi zetten, klant is bewust van dat de wifi kwaliteitsproblemen kan hebben.",
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  "projectedCloseDate": "2026-06-26T00:00:00.000Z",
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  "title": "Aanpassen toestellen naar WiFi",
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