Autotask Toolkit

v 2.21.0 PROD

T20260619.0004 - Rico toevoegen aan Elevate. Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Autobedrijf Hartgerink en Klomp BV (2132XT22-26)
Aangemaakt
2026-06-23
Gesloten
2026-06-29

Beschrijving

Let op deze order is al uitgevoerd. +1 Elevate Essentials +1 SLA user ___ Originele tekst___ Rico toevoegen aan Elevate. Is al uitgevoerd op 19-06

Primary quote

Naam
#2062 — T20260619.0004 - Rico toevoegen aan Elevate.
Effectief vanaf
2026-06-28
Vervaldatum
2026-07-29

Maandelijkse items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Service
2,04 per maand 19 maanden resterend in contract 		Product 19 € 2,04 € 38,76
2 Elevate Essentials
17 euro per maand x 19 maanden resterend 		Product 19 € 17,00 € 323,00
Subtotaal € 361,76
Totaal offerte (excl. BTW) € 361,76
  • Autotask kent geen looptijd op een offerte. Of het maandelijkse subtotaal een bedrag per maand is of de waarde over de hele looptijd, hangt af van hoe Aantal is ingevuld — de toolkit kan dat niet afleiden.

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2026-06-29 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-06-29 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
2026-06-29 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
2026-06-29 Opportunity Update Erik Gunther Opportunity: None, T20260619.0004 - Rico toevoegen aan Elevate. Total Revenue=362 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 29-06-2026 to 29-06-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2026-06-29 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
2026-06-29 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
2026-06-29 Opportunity Update Erik Gunther Opportunity: None, T20260619.0004 - Rico toevoegen aan Elevate. Total Revenue=362 Probability=1% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=30-06-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-06-23 General Erik Gunther Workflow Rule "Technische Opportunity naar Sales Agent" fired.
When an opportunity is: Created And the following conditions are met: Opportunity Owner not in list "Gunther, Erik or Hammel, David or Lunstroo, Frank or Riechelmann, Ronny or Veldkamp, Alex or Waldram, Jeroen" Then execute the following actions: Set Opportunity Owner To "Gunther, Erik" Set Probability To "1" Send notification e-mail (Opportunity - Re-assigned (Wizard)) to egunther@tsv-groep.nl Initiated by André Kik
2026-06-23 Opportunity Update André Kik New Opportunity: None, T20260619.0004 - Rico toevoegen aan Elevate. Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=30-06-2026 Opportunity Owner=Kik, André 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": 361.76,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2026-06-29T00:00:00.000Z",
  "companyID": 200,
  "contactID": 30682931,
  "cost": 0.0,
  "createDate": "2026-06-23T13:24:37.957Z",
  "creatorResourceID": 29682888,
  "description": "Let op deze order is al uitgevoerd.\n+1 Elevate Essentials\n+1 SLA user\n\n\n___ Originele tekst___\nRico toevoegen aan Elevate.\nIs al uitgevoerd op 19-06",
  "helpNeeded": "",
  "id": 2432,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2026-06-29T12:47:29.453Z",
  "leadSource": null,
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  "lossReasonDetail": "",
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  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 361.76,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 0.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2026-06-29T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
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  "stage": 29682776,
  "startDate": "2026-06-23T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "T20260619.0004 - Rico toevoegen aan Elevate.",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}