Autotask Toolkit

v 2.13.2 PROD

Test opportunity Frank Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Flight 815 B.V. (1068VM197)
Aangemaakt
2023-01-27
Gesloten
Lost-datum
2023-12-18

Beschrijving

Test opportunity Frank

Primary quote

Naam
#1160 — Test opportunity Frank
Effectief vanaf
2023-01-26
Vervaldatum
2023-02-27

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Notes (5)

Datum Action type Assigned to Onderwerp / inhoud
2023-12-18 General Frank Lunstroo 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
2023-12-18 Opportunity Update Frank Lunstroo Opportunity: None, Test opportunity Frank Total Revenue=0 Probability=25% Changed Status from Stage 2 Qualification to Stage 5 Closed - LOST Projected Close Date=29-12-2023 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Lost
2023-06-26 Opportunity Update Frank Lunstroo Opportunity: None, Test opportunity Frank Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 30-06-2023 to 29-12-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2023-03-02 Opportunity Update Frank Lunstroo Opportunity: None, Test opportunity Frank Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 03-02-2023 to 30-06-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2023-01-27 Opportunity Update Frank Lunstroo New Opportunity: None, Test opportunity Frank Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=03-02-2023 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask
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