Autotask Toolkit

v 2.13.2 PROD

Univerge Blue met engage+email Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Abonnementenland (1967DB1739)
Aangemaakt
2023-04-06
Gesloten
Lost-datum
2023-12-18

Beschrijving

Er was geen opportunity map beschikbaar voor deze lead. Status lead omgezet naar prospect en nieuwe opportunity gemaakt bekend onder ID 1632.

Notes (6)

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, Univerge Blue met engage+email Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - LOST Projected Close Date=21-12-2023 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Lost
2023-12-18 Opportunity Update Frank Lunstroo Opportunity: None, Univerge Blue met engage+email Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 30-11-2023 to 21-12-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2023-09-14 Opportunity Update Frank Lunstroo Opportunity: None, Univerge Blue met engage+email Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 29-09-2023 to 30-11-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2023-05-26 Opportunity Update Frank Lunstroo Opportunity: None, Univerge Blue met engage+email Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 26-05-2023 to 29-09-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2023-04-06 Opportunity Update Erik Gunther New Opportunity: None, Univerge Blue met engage+email Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=26-05-2023 Opportunity Owner=Lunstroo, Frank 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": null,
  "companyID": 1141,
  "contactID": 30685829,
  "cost": 0.0,
  "createDate": "2023-04-06T14:10:10.393Z",
  "creatorResourceID": 29682927,
  "description": "Er was geen opportunity map beschikbaar voor deze lead. Status lead omgezet naar prospect en nieuwe opportunity gemaakt bekend onder ID 1632.",
  "helpNeeded": "",
  "id": 1400,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-12-18T10:45:36.440Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2023-12-18T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 0.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 25,
  "productID": 2,
  "projectedCloseDate": "2023-12-21T00:00:00.000Z",
  "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": "2023-04-06T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Univerge Blue met engage+email",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}