Autotask Toolkit

v 2.13.2 PROD

"s Heeren Loo - Aanvraag SIP200 voor domotica Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Stichting 's Heeren Loo Zorggroep (3818LA11)
Aangemaakt
2023-01-18
Gesloten
Lost-datum
2024-04-26

Beschrijving

EG: Oude opportunity's opruimen, besproken met Jeroen, is niet meer opportuun. Verzoek om de nieuw ISDN30 om te zetten naar een SIP200 voor afhandeling domotica gesprekken.

Notes (5)

Datum Action type Assigned to Onderwerp / inhoud
2024-04-26 General Jeroen Waldram 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 Erik Gunther
2024-04-26 Opportunity Update Erik Gunther Opportunity: None, "s Heeren Loo - Aanvraag SIP200 voor domotica Total Revenue=0 Changed Probability from 50% to 0% Changed Status from Stage 2 Qualification to Stage 5 Closed - LOST Changed Projected Close Date from 30-04-2024 to 26-04-2024 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Lost
2023-12-04 Opportunity Update Jeroen Waldram Opportunity: None, "s Heeren Loo - Aanvraag SIP200 voor domotica Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 30-11-2023 to 30-04-2024 Opportunity Owner=Waldram, Jeroen Status=Active
2023-08-31 Opportunity Update Jeroen Waldram Opportunity: None, "s Heeren Loo - Aanvraag SIP200 voor domotica Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 31-08-2023 to 30-11-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-01-18 Opportunity Update Jeroen Waldram New Opportunity: None, "s Heeren Loo - Aanvraag SIP200 voor domotica Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=31-08-2023 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask
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  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 0.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 408,
  "contactID": 30683785,
  "cost": 0.0,
  "createDate": "2023-01-18T10:16:58.190Z",
  "creatorResourceID": 29682918,
  "description": "EG: Oude opportunity's opruimen, besproken met Jeroen, is niet meer opportuun.\n\nVerzoek om de nieuw ISDN30 om te zetten naar een SIP200 voor afhandeling domotica gesprekken.",
  "helpNeeded": "",
  "id": 1286,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-04-26T11:29:29.587Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2024-04-26T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
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  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2024-04-26T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "stage": 29682775,
  "startDate": "2023-01-18T00:00:00.000Z",
  "status": 2,
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  "throughDate": null,
  "title": "\"s Heeren Loo - Aanvraag SIP200 voor domotica",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
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}