Autotask Toolkit

v 2.13.2 PROD

Upgrade to R10 - addition to quote 1145 Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Shell (1066VH2)
Aangemaakt
2022-08-25
Gesloten
Lost-datum
2024-12-31

Beschrijving

Niet meer van toepassing Shell requested the upgrade to R10 to be performed as part of the hardware replacement (quote 1145). In previous discussions we suggested this is the optimal upgrade path and Shell agreed to move forward with this. TSV needs to scope the additional work needed for the upgrade.

Notes (4)

Datum Action type Assigned to Onderwerp / inhoud
2024-12-31 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 "Losse opdracht or Project 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 Erik Gunther
2024-12-31 Opportunity Update Erik Gunther Opportunity: None, Upgrade to R10 - addition to quote 1145 Total Revenue=0 Changed Probability from 25% to 0% Changed Status from Stage 2 Qualification to Stage 5 Closed - LOST Projected Close Date=30-06-2023 Opportunity Owner=Hammel, David Changed Status from Active to Lost
2023-04-07 Opportunity Update Frank Lunstroo Opportunity: None, Upgrade to R10 - addition to quote 1145 Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 31-10-2022 to 30-06-2023 Opportunity Owner=Hammel, David Status=Active
2022-08-25 Opportunity Update David Hammel New Opportunity: None, Upgrade to R10 - addition to quote 1145 Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=31-10-2022 Opportunity Owner=Hammel, David Status=Active
Volledige record uit Autotask
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