Autotask Toolkit

v 2.13.2 PROD

Aanbieding voor een Cloud oplossing telefonie Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Zijn niet op het juiste moment in contact
Detail
verkeerd aangemaakt
Klant
CVO 't Gooi (1217GH1)
Aangemaakt
2022-06-30
Gesloten
Lost-datum
2022-06-30

Beschrijving

Zij willen een nieuwe Cloud oplossing telefonie

Primary quote

Naam
#994 — Aanbieding voor een Cloud oplossing telefonie
Effectief vanaf
2022-06-29
Vervaldatum
2022-07-30

Nieuw Cloud oplossing telefonie

Geen line-items bekend voor deze quote. (QuoteItems-sync nog niet gedraaid? Trigger via /synchronisatie.)

Notes (5)

Datum Action type Assigned to Onderwerp / inhoud
2022-06-30 Opportunity Update Alex Veldkamp Closed Date: 30-06-2022 Notified: Subject: Lost Opportunity for CVO 't Gooi (1217GH1) Body:
2022-06-30 Opportunity Update Alex Veldkamp Opportunity: None, Aanbieding voor een Cloud oplossing telefonie Total Revenue=0 Probability=25% Sales Stage=Stage 5 Closed - LOST Projected Close Date=12-09-2022 Opportunity Owner=Veldkamp, Alex Changed Status from Active to Lost
2022-06-30 General Alex Veldkamp 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 Alex Veldkamp
2022-06-30 Opportunity Update Alex Veldkamp Opportunity: None, Aanbieding voor een Cloud oplossing telefonie Total Revenue=0 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=12-09-2022 Opportunity Owner=Veldkamp, Alex Status=Active
2022-06-30 Opportunity Update Alex Veldkamp New Opportunity: None, Aanbieding voor een Cloud oplossing telefonie Total Revenue=0 Probability=25% Sales Stage=Stage 3 Proposal Sent Projected Close Date=12-09-2022 Opportunity Owner=Veldkamp, Alex Status=Active
Volledige record uit Autotask
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  "creatorResourceID": 29682901,
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