Autotask Toolkit

v 2.13.2 PROD

secundairy quote Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
KNMI (1245TEST)
Aangemaakt
2023-09-25
Gesloten
–
Lost-datum
2024-12-31

Beschrijving

-

Primary quote

Naam
#1367 — secundairy quote
Effectief vanaf
2023-09-24
Vervaldatum
2023-10-25

sec. quote

Maandelijkse items (2)

# Artikel of dienst Item type Aantal
1 12 x @work
Deze klant neemt 'mobiele diensten of producten' af van TSV. 		Product 1
2 Omada Netwerk
Deze klant neemt 'netwerk (LAN) diensten of producten' af van TSV. 		Product 1

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Mobiel
Deze klant neemt 'mobiele diensten of producten' af van TSV. 		Product 1

Notes (5)

Datum Action type Assigned to Onderwerp / inhoud
2024-12-31 General Marc Blankestijn 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 Erik Gunther
2024-12-31 Opportunity Update Erik Gunther Opportunity: None, secundairy quote Total Revenue=140 Changed Probability from 25% to 0% Changed Status from Stage 1 First Contact to Stage 5 Closed - LOST Projected Close Date=08-06-2024 Opportunity Owner=Blankestijn, Marc Changed Status from Active to Lost
2024-04-09 Opportunity Update Erik Gunther Opportunity: None, secundairy quote Total Revenue=140 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 18-11-2023 to 08-06-2024 Opportunity Owner=Blankestijn, Marc Status=Active
2023-10-19 Opportunity Update Erik Gunther Opportunity: None, secundairy quote Total Revenue=140 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 02-10-2023 to 18-11-2023 Opportunity Owner=Blankestijn, Marc Status=Active
2023-09-25 Opportunity Update Marc Blankestijn New Opportunity: None, secundairy quote Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=02-10-2023 Opportunity Owner=Blankestijn, Marc Status=Active
Volledige record uit Autotask 
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 140.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 336,
  "contactID": null,
  "cost": 80.0,
  "createDate": "2023-09-25T13:13:30.030Z",
  "creatorResourceID": 29682886,
  "description": "-",
  "helpNeeded": "",
  "id": 1540,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-12-31T09:33:23.817Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2024-12-31T00:00:00.000Z",
  "market": "",
  "monthlyCost": 80.0,
  "monthlyRevenue": 110.0,
  "nextStep": "",
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  "onetimeRevenue": 30.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682886,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2024-06-08T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
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  "stage": 29682775,
  "startDate": "2023-09-25T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "secundairy quote",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}