Autotask Toolkit
v 2.13.2 PRODFD-Media - Voorstel Scantalk Unified Directory (UD) IPO - Teams Lost
- Status
- Lost
- Stage
- Stage 5 Closed - LOST
- Loss reason
- –
- Detail
- Opportunity niet meer van toepassing. FD Media wil over naar teams bellen (Direct Routing) i.c.m. Pridis Teams bedienposten.
- Klant
- FD Mediagroep (1097BL173)
- Aangemaakt
- 2023-05-09
- Gesloten
- –
- Lost-datum
- 2024-06-04
Beschrijving
Opportunity niet meer van toepassing. FD Media wil over naar teams bellen (Direct Routing) i.c.m. Pridis Teams bedienposten. Hallo Jeroen, Nog even een pas op de plaats maken wij willen het intern nog even doornemen. Excuus voor de voorbarige reactie. Met vriendelijke groet, Aan Jerry een reminder gestuurd omdat het voorstel is verlopen. Wacht op reactie Jerry. FD Media heeft al scantalk producten en wil meer met Teams integratie doen. UD is een goede toevoeging voor deze klant. Scantalk heeft een quote gemaakt.
Notes (13)
| Datum | Action type | Assigned to | Onderwerp / inhoud |
|---|---|---|---|
| 2024-06-04 | 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 "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 |
| 2024-06-04 | Opportunity Update | Jeroen Waldram | Opportunity: None, FD-Media - Voorstel Scantalk Unified Directory (UD) IPO - Teams Total Revenue=0 Changed Probability from 50% to 0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Changed Projected Close Date from 30-05-2024 to 04-06-2024 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Lost |
| 2024-04-03 | Opportunity Update | Jeroen Waldram | Opportunity: None, FD-Media - Voorstel Scantalk Unified Directory (UD) IPO - Teams Total Revenue=0 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 28-03-2024 to 30-05-2024 Opportunity Owner=Waldram, Jeroen Status=Active |
| 2024-03-11 | Opportunity Update | Jeroen Waldram | Opportunity: None, FD-Media - Voorstel Scantalk Unified Directory (UD) IPO - Teams Total Revenue=0 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 29-02-2024 to 28-03-2024 Opportunity Owner=Waldram, Jeroen Status=Active |
| 2024-02-12 | Opportunity Update | Jeroen Waldram | Opportunity: None, FD-Media - Voorstel Scantalk Unified Directory (UD) IPO - Teams Total Revenue=0 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 09-02-2024 to 29-02-2024 Opportunity Owner=Waldram, Jeroen Status=Active |
| 2024-01-26 | Opportunity Update | Jeroen Waldram | Opportunity: None, FD-Media - Voorstel Scantalk Unified Directory (UD) IPO - Teams Total Revenue=0 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 26-01-2024 to 09-02-2024 Opportunity Owner=Waldram, Jeroen Status=Active |
| 2023-12-01 | Opportunity Update | Jeroen Waldram | Opportunity: None, FD-Media - Voorstel Scantalk Unified Directory (UD) IPO - Teams Total Revenue=0 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 30-11-2023 to 26-01-2024 Opportunity Owner=Waldram, Jeroen Status=Active |
| 2023-10-31 | Opportunity Update | Jeroen Waldram | Opportunity: None, FD-Media - Voorstel Scantalk Unified Directory (UD) IPO - Teams Total Revenue=0 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 31-10-2023 to 30-11-2023 Opportunity Owner=Waldram, Jeroen Status=Active |
| 2023-09-29 | Opportunity Update | Jeroen Waldram | Opportunity: None, FD-Media - Voorstel Scantalk Unified Directory (UD) IPO - Teams Total Revenue=0 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 29-09-2023 to 31-10-2023 Opportunity Owner=Waldram, Jeroen Status=Active |
| 2023-08-07 | Opportunity Update | Jeroen Waldram | Opportunity: None, FD-Media - Voorstel Scantalk Unified Directory (UD) IPO - Teams Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Changed Projected Close Date from 31-08-2023 to 29-09-2023 Opportunity Owner=Waldram, Jeroen Status=Active |
| 2023-06-27 | Opportunity Update | Jeroen Waldram | Opportunity: None, FD-Media - Voorstel Scantalk Unified Directory (UD) IPO - Teams Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=31-08-2023 Opportunity Owner=Waldram, Jeroen Status=Active |
| 2023-05-09 | Opportunity Update | Jeroen Waldram | Opportunity: None, FD-Media - Voorstel Scantalk Unified Directory (UD) IPO - Teams Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=31-08-2023 Opportunity Owner=Waldram, Jeroen Status=Active |
| 2023-05-09 | Opportunity Update | Jeroen Waldram | New Opportunity: None, FD-Media - Voorstel Scantalk Unified Directory (UD) IPO - Teams 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": null,
"companyID": 265,
"contactID": 30683141,
"cost": 0.0,
"createDate": "2023-05-09T07:21:07.000Z",
"creatorResourceID": 29682918,
"description": "Opportunity niet meer van toepassing. FD Media wil over naar teams bellen (Direct Routing) i.c.m. Pridis Teams bedienposten.\n\n\nHallo Jeroen,\n\nNog even een pas op de plaats maken wij willen het intern nog even doornemen. Excuus voor de voorbarige reactie.\nMet vriendelijke groet,\n\n\n\n\nAan Jerry een reminder gestuurd omdat het voorstel is verlopen. Wacht op reactie Jerry.\n\nFD Media heeft al scantalk producten en wil meer met Teams integratie doen. UD is een goede toevoeging voor deze klant. Scantalk heeft een quote gemaakt.",
"helpNeeded": "",
"id": 1428,
"impersonatorCreatorResourceID": null,
"lastActivity": "2024-06-04T09:48:19.520Z",
"leadSource": null,
"lossReason": null,
"lossReasonDetail": "Opportunity niet meer van toepassing. FD Media wil over naar teams bellen (Direct Routing) i.c.m. Pridis Teams bedienposten.",
"lostDate": "2024-06-04T00:00:00.000Z",
"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": "2024-06-04T00:00:00.000Z",
"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": "2023-05-09T00:00:00.000Z",
"status": 2,
"technicalAssessmentScore": null,
"throughDate": null,
"title": "FD-Media - Voorstel Scantalk Unified Directory (UD) IPO - Teams",
"totalAmountMonths": 1,
"useQuoteTotals": true,
"userDefinedFields": [],
"winReason": null,
"winReasonDetail": "",
"yearlyCost": 0.0,
"yearlyRevenue": 0.0
}