Autotask Toolkit
v 2.13.2 PRODRMC - Aanvraag Cloud oplossing obv UB met Engage Closed
- 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
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