Autotask Toolkit

v 2.13.2 PROD

Premium Liften - Strippenkaart Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Premium Liften (1322AM54)
Aangemaakt
2023-03-23
Gesloten
Lost-datum
2023-04-17

Beschrijving

Geen interesse in de strippenkaart Comfort SLA

Primary quote

Naam
#1227 — Comfort SLA
Effectief vanaf
2023-03-27
Vervaldatum
2023-04-28

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Service
Strippenkaart 5 uur
Product 1

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2023-03-29 1 KPI Telefonisch contact Jeroen Waldram Marco wil na de zomer demo voor UB bij hun op locatie. Begin zomer bellen voor datum plannen. Voicemail ingesproken
2023-04-17 General Erik Gunther 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)orStandaard (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
2023-04-17 Opportunity Update Erik Gunther Opportunity: None, Premium Liften - Strippenkaart Total Revenue=575 Changed Probability from 25% to 0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=21-04-2023 Opportunity Owner=Gunther, Erik Changed Status from Active to Lost
2023-04-17 0 Quick Note Erik Gunther Marco een reminder gestuurd.
2023-04-14 Opportunity Update Erik Gunther Opportunity: None, Premium Liften - Strippenkaart Total Revenue=575 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 14-04-2023 to 21-04-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-04-04 Opportunity Update Erik Gunther Opportunity: None, Premium Liften - Strippenkaart Total Revenue=575 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 31-03-2023 to 14-04-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-03-30 Opportunity Update Erik Gunther Opportunity: None, Premium Liften - Strippenkaart Total Revenue=810 Probability=25% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=31-03-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-03-23 1 KPI Telefonisch contact Jeroen Waldram Marco bellen om te horen of er interesse is in UB en strippenkaart Marco wil na de zomer demo voor UB bij hun op locatie. Begin zomer bellen voor datum plannen.
2023-03-29 Opportunity Update Jeroen Waldram Opportunity: None, Premium Liften - Strippenkaart Total Revenue=810 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=31-03-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-03-23 Opportunity Update Erik Gunther New Opportunity: None, Comfort SLA Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=31-03-2023 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 575.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 912,
  "contactID": 30685699,
  "cost": 0.0,
  "createDate": "2023-03-23T16:05:31.833Z",
  "creatorResourceID": 29682927,
  "description": "Geen interesse in de strippenkaart\n\nComfort SLA",
  "helpNeeded": "",
  "id": 1379,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-06-09T12:53:32.000Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2023-04-17T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 575.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2023-04-21T00:00:00.000Z",
  "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": "2023-03-23T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Premium Liften - Strippenkaart",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}