Autotask Toolkit

v 2.13.2 PROD

Training system manager and CMS Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
Acolad Netherlands B.V. (1181KK121)
Aangemaakt
2022-10-11
Gesloten
–
Lost-datum
2023-12-22

Beschrijving

Klant heeft hier geen reactie meer op gegeven. In overleg met David besloten deze te sluiten. Training for up to three users on System Manager and CMS, with the goal to be self sufficient for daily callcenter operations: - add agent(s) - remove agent(s) - change agent(s) - use standard reports in CMS

Primary quote

Naam
#1068 — Training system manager and CMS
Effectief vanaf
2022-10-10
Vervaldatum
2023-03-31

Training for up to three users on System Manager and CMS, with the goal to be self sufficient for daily callcenter operations: - add agent(s) - remove agent(s) - change agent(s) - use standard reports in CMS This quote is for the training itself. Training will take place on-site (customer premise) - 6 hours + travel costs. A maximum of three people can attend the training.

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Training 		Labor 6
2 Voorrijdkosten (project) Cost 1

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2023-12-22 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 Frank Lunstroo
2023-12-22 Opportunity Update Frank Lunstroo Opportunity: None, Training system manager and CMS Total Revenue=825 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=12-07-2023 Opportunity Owner=Hammel, David Changed Status from Active to Lost
2023-06-12 Opportunity Update Erik Gunther Opportunity: None, Training system manager and CMS Total Revenue=825 Probability=100% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 30-05-2023 to 12-07-2023 Opportunity Owner=Hammel, David Status=Active
2023-04-07 Opportunity Update Erik Gunther Opportunity: None, Training system manager and CMS Total Revenue=825 Probability=100% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 28-10-2022 to 30-05-2023 Opportunity Owner=Hammel, David Status=Active
2023-03-14 Opportunity Update David Hammel Opportunity: None, Training system manager and CMS Total Revenue=825 Probability=100% Sales Stage=Stage 3 Proposal Sent Projected Close Date=28-10-2022 Opportunity Owner=Hammel, David Status=Active
2022-12-22 Opportunity Update David Hammel Opportunity: None, Training system manager and CMS Total Revenue=825 Probability=100% Sales Stage=Stage 3 Proposal Sent Projected Close Date=28-10-2022 Opportunity Owner=Hammel, David Status=Active
2022-10-11 Opportunity Update David Hammel New Opportunity: None, Training system manager and CMS Total Revenue=0 Probability=100% Sales Stage=Stage 3 Proposal Sent Projected Close Date=28-10-2022 Opportunity Owner=Hammel, David Status=Active
Volledige record uit Autotask 
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