Autotask Toolkit

v 2.13.2 PROD

Alternatief voor de FAQ in CM.com Lost

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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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  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 0.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 347,
  "contactID": 30685369,
  "cost": 0.0,
  "createDate": "2023-10-11T09:59:48.190Z",
  "creatorResourceID": 29682885,
  "description": "In verband met de keuze om samen te gaan werken met Kore.ai, is het FAQ vraagstuk vanuit TSV niet meer nodig.",
  "helpNeeded": "",
  "id": 1560,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-04-05T08:07:25.637Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2024-04-05T00:00:00.000Z",
  "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": "2024-04-18T00:00:00.000Z",
  "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": "2023-10-11T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Alternatief voor de FAQ in CM.com",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}