Autotask Toolkit

v 2.13.2 PROD

Dit is de titel van de opportunity Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Flight 815 B.V. (1068VM197)
Aangemaakt
2022-07-06
Gesloten
Lost-datum
2022-07-06

Beschrijving

Hier geef je de beschrijving van de opportunity, dat hoeft niet gelijk de opdracht te zijn. Je kun hier extra informatie kwijt die handig kan zijn ter referentie.

Primary quote

Naam
#1000 — Dit is de titel van de opportunity
Effectief vanaf
2022-07-05
Vervaldatum
2022-08-06

Hier vul je de opdrachtbeschrijving in, bijvoorbeeld het programmeren van een nieuwe ACD groep op locatie

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 6
2 Voorrijdkosten (project) Cost 1

Notes (4)

Datum Action type Assigned to Onderwerp / inhoud
2022-07-06 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
2022-07-06 Opportunity Update David Hammel Closed Date: 06-07-2022 Notified: Subject: Lost Opportunity for Flight 815 B.V. (1068VM197) Body:
2022-07-06 Opportunity Update David Hammel EXTERNAL APPROVAL RESPONSE: APPROVED Opportunity: Dit is de titel van de opportunity Quote: Dit is de titel van de opportunity Response submitted by David Hammel from IP Address 143.178.64.106 Comments:
2022-07-06 Opportunity Update David Hammel New Opportunity: None, Dit is de titel van de opportunity Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=07-07-2022 Opportunity Owner=Hammel, David Status=Active
Volledige record uit Autotask
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  "creatorResourceID": 29682885,
  "description": "Hier geef je de beschrijving van de opportunity, dat hoeft niet gelijk de opdracht te zijn. Je kun hier extra informatie kwijt die handig kan zijn ter referentie.",
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  "projectedCloseDate": "2022-07-06T00:00:00.000Z",
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  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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