Autotask Toolkit
v 2.13.2 PRODAlternatief voor de FAQ in CM.com Lost
- Status
- Lost
- Stage
- Stage 5 Closed - LOST
- Loss reason
- –
- Klant
- Ayvens (1114AN30)
- Aangemaakt
- 2023-10-11
- Gesloten
- –
- Lost-datum
- 2024-04-05
Beschrijving
In verband met de keuze om samen te gaan werken met Kore.ai, is het FAQ vraagstuk vanuit TSV niet meer nodig.
Notes (4)
| Datum | Action type | Assigned to | Onderwerp / inhoud |
|---|---|---|---|
| 2024-04-05 | 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 |
| 2024-04-05 | Opportunity Update | Frank Lunstroo | Opportunity: None, Alternatief voor de FAQ in CM.com Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - LOST Projected Close Date=18-04-2024 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Lost |
| 2023-12-18 | Opportunity Update | Frank Lunstroo | Opportunity: None, Alternatief voor de FAQ in CM.com Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 30-11-2023 to 18-04-2024 Opportunity Owner=Lunstroo, Frank Status=Active |
| 2023-10-11 | Opportunity Update | David Hammel | New Opportunity: None, Alternatief voor de FAQ in CM.com Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=30-11-2023 Opportunity Owner=Lunstroo, Frank Status=Active |
Volledige record uit Autotask
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