Autotask Toolkit

v 2.21.0 PROD

Warmteservice - Aanvraag 5x softphone Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Warmteservice Groep B.V. (1051CG43)
Aangemaakt
2026-09-11
Gesloten
2026-09-14

Beschrijving

Akkoord ontvangen op: 5x power user licentie, zie inkoop map 1 uur installatie met 50% korting (57,50) Service supplement van €149,- Klant heeft geaccordeerd per mail Dit is een LOSSE OPDRACHT opportunity (dus niet voor een project) Is het een bestaande klant? Zo ja in welke TSV Identiteit en vallen de producten en diensten onder deze identiteit of een andere Is de offerte een uitbreiding op een bestaande dienst? Indien ja, is de huidige prijs gecheckt bij Jessica?

Primary quote

Naam
#2100 — Warmteservice - Aanvraag 5x softphone
Effectief vanaf
2026-09-13
Vervaldatum
2026-10-14

Eenmalige items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Engineer
Engineer rol voor werkzaamheden op een incident ticket 1/2 uur werkzaamheden 		Labor 1 € 115,00 € 57,50
2 Telefonie - Avaya Power User licentie
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 5 € 175,00 € 875,00
Subtotaal € 932,50

Overig periodiek (1)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Service
Deze klant neemt 'beheer diensten' af van TSV. resterend 4 jaar contracttermijn 		Product 4 € 149,00 € 596,00
Subtotaal € 596,00
Totaal offerte (excl. BTW) € 1.528,50

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2026-09-14 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-09-14 General Jeroen Waldram 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
2026-09-14 General Jeroen Waldram 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
2026-09-14 Opportunity Update Erik Gunther Opportunity: None, Warmteservice - Aanvraag 5x softphone Total Revenue=982 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 14-09-2026 to 14-09-2026 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2026-09-14 General Jeroen Waldram 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 Jeroen Waldram
2026-09-14 General Jeroen Waldram 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 Jeroen Waldram
2026-09-14 Opportunity Update Jeroen Waldram Opportunity: None, Warmteservice - Aanvraag 5x softphone Total Revenue=932 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 25-09-2026 to 14-09-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-09-14 General Jeroen Waldram 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 (jwaldram@tsv-groep.nl) Initiated by Jeroen Waldram
2026-09-14 Opportunity Update Jeroen Waldram Opportunity: None, Warmteservice - Aanvraag 5x softphone Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=25-09-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-09-11 Opportunity Update Jeroen Waldram New Opportunity: None, Warmteservice - Aanvraag 5x softphone Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=25-09-2026 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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  "closedDate": "2026-09-14T00:00:00.000Z",
  "companyID": 460,
  "contactID": 30684024,
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  "opportunityCategoryID": 105,
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  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2026-09-14T00:00:00.000Z",
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  "stage": 29682776,
  "startDate": "2026-09-11T00:00:00.000Z",
  "status": 3,
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  "title": "Warmteservice - Aanvraag 5x softphone",
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  "yearlyRevenue": 596.0
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