Autotask Toolkit

v 2.21.0 PROD

budget test Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Te duur
Klant
Flight 815 B.V. (1068VM197)
Aangemaakt
2022-03-16
Gesloten
–
Lost-datum
2022-09-13

Beschrijving

test

Primary quote

Naam
#924 — budget test
Effectief vanaf
2022-03-15
Vervaldatum
2022-04-16

Eenmalige items (3)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 100 € 115,00 € 11.500,00
2 Project Management
Project management werkzaamheden voor de afdeling projecten van TSV 		Labor 20 € 125,00 € 2.500,00
3 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 1 € 25.000,00 € 25.000,00
Subtotaal € 39.000,00

Overig periodiek (1)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Professional Services
Deze klant neemt 'PS diensten' af van TSV. 		Product 3 € 1.000,00 € 3.000,00
Subtotaal € 3.000,00
Totaal offerte (excl. BTW) € 42.000,00

Notes (5)

Datum Action type Assigned to Onderwerp / inhoud
2022-09-13 General David Hammel Workflow Rule "[TSV-Opp LOST] Opportunity closed & LOST - notify salesmanager" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 5 Closed - LOST" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity Closed (LOST)) to aveldkamp@tsv-groep.nl; flunstroo@tsv-groep.nl; ldehaan@tsv-groep.nl Initiated by David Hammel
2022-09-13 Opportunity Update David Hammel Sales Order Canceled This opportunity was Closed/Implemented and was then re-opened. Its corresponding Sales Order was not fulfilled, so it has been canceled.
2022-09-13 Opportunity Update David Hammel Closed Date: 13-09-2022 Notified: Subject: Lost Opportunity for Flight 815 B.V. (1068VM197) Body:
2022-03-16 Opportunity Update David Hammel Opportunity: None, budget test Total Revenue=39250 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=31-03-2022 Opportunity Owner=Hammel, David Changed Status from Active to Closed
2022-03-16 Opportunity Update David Hammel New Opportunity: None, budget test Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=31-03-2022 Opportunity Owner=Hammel, David Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 39250.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 267,
  "contactID": 30685031,
  "cost": 22800.0,
  "createDate": "2022-03-16T19:43:20.753Z",
  "creatorResourceID": 29682885,
  "description": "test",
  "helpNeeded": "",
  "id": 1007,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-09-13T10:58:12.693Z",
  "leadSource": null,
  "lossReason": 3,
  "lossReasonDetail": "",
  "lostDate": "2022-09-13T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 22800.0,
  "onetimeRevenue": 39000.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682885,
  "primaryCompetitor": null,
  "probability": 25,
  "productID": 2,
  "projectedCloseDate": "2022-03-31T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": 27,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682775,
  "startDate": "2022-03-16T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "budget test",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": 7,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 3000.0
}