Autotask Toolkit

v 2.13.2 PROD

RMC - Aanvraag Cloud oplossing obv UB met Engage Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 5 Closed - LOST
Win reason
Klant
Rotterdamse Mobiliteit Centrale RMC BV (3047AT21-29)
Aangemaakt
2023-03-09
Gesloten
2024-09-27

Beschrijving

Opportunity gesloten. Klant heeft voor andere CC oplossing gekozen. RMC wil demo van Engage op hun locatie. Met RMC zal ik afstemmen wat ze willen zien en een datum voorstellen.

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2024-09-27 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 "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 Jeroen Waldram
2024-09-27 Opportunity Update Jeroen Waldram Opportunity: None, RMC - Aanvraag Cloud oplossing obv UB met Engage Total Revenue=0 Changed Probability from 50% to 0% Changed Status from Stage 2 Qualification to Stage 5 Closed - LOST Projected Close Date=27-09-2024 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2024-06-04 Opportunity Update Jeroen Waldram Opportunity: None, RMC - Aanvraag Cloud oplossing obv UB met Engage Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 31-05-2024 to 27-09-2024 Opportunity Owner=Waldram, Jeroen Status=Active
2024-02-12 Opportunity Update Jeroen Waldram Opportunity: None, RMC - Aanvraag Cloud oplossing obv UB met Engage Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 31-01-2024 to 31-05-2024 Opportunity Owner=Waldram, Jeroen Status=Active
2023-10-30 Opportunity Update Jeroen Waldram Opportunity: None, RMC - Aanvraag Cloud oplossing obv UB met Engage Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 27-10-2023 to 31-01-2024 Opportunity Owner=Waldram, Jeroen Status=Active
2023-09-12 1 KPI Telefonisch contact Jeroen Waldram Marc bellen voor nieuwe afspraak demo Engage Voicemail ingesproken
2023-07-07 Opportunity Update Jeroen Waldram Opportunity: None, RMC - Aanvraag Cloud oplossing obv UB met Engage Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 31-08-2023 to 27-10-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-03-09 Opportunity Update Jeroen Waldram New Opportunity: None, RMC - Aanvraag Cloud oplossing obv UB met Engage 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
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 0.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-09-27T00:00:00.000Z",
  "companyID": 386,
  "contactID": 30683724,
  "cost": 0.0,
  "createDate": "2023-03-09T13:40:05.873Z",
  "creatorResourceID": 29682918,
  "description": "Opportunity gesloten. Klant heeft voor andere CC oplossing gekozen.\n\nRMC wil demo van Engage op hun locatie.\nMet RMC  zal ik afstemmen wat ze willen zien en een datum voorstellen.",
  "helpNeeded": "",
  "id": 1359,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-09-27T07:20:36.193Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "Opportunity gesloten. Klant heeft voor andere CC oplossing gekozen.",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 0.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2024-09-27T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682775,
  "startDate": "2023-03-09T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "RMC - Aanvraag Cloud oplossing obv UB met Engage",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}