Autotask Toolkit

v 2.13.2 PROD

Logicx - Aanvraag CRM koppeling Teams - Mendix Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Detail
Logicx is over naar AXP. Teams telefonie is geen oplossing voor Logicx meer. Opportunity gesloten.
Klant
Logicx Mobiliteit BV (7324AE7B)
Aangemaakt
2023-10-18
Gesloten
–
Lost-datum
2025-01-06

Beschrijving

Logicx is over naar AXP. Teams telefonie is geen oplossing voor Logicx meer. Opportunity gesloten. Gesproken met Willen Jan over een koppeling tussen Teams/Avaya en Mendix om bij binnenkomende gespreken de klantkaart automatisch te openen. Graag uitzoeken wat de beste oplossing is om op verder te bouwen. Aangezien het Teams project nu loopt en voor het CC mogelijk ACS dan zal de voorkeur op een Microsoft oplossing liggen maar we hebben nog een actieve Avaya omgeving. Dit zal met Willem Jan besproken moeten worden.

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2025-01-06 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 "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 Jeroen Waldram
2025-01-06 Opportunity Update Jeroen Waldram Opportunity: None, Logicx - Aanvraag CRM koppeling Teams - Mendix Total Revenue=0 Probability=0% Changed Status from Stage 2 Qualification to Stage 5 Closed - LOST Projected Close Date=03-12-2024 Opportunity Owner=Waldram, Jeroen Changed Status from Closed to Lost
2024-12-03 Opportunity Update Jeroen Waldram Opportunity: None, Logicx - Aanvraag CRM koppeling Teams - Mendix Total Revenue=0 Changed Probability from 50% to 0% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 29-11-2024 to 03-12-2024 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2024-10-31 Opportunity Update Jeroen Waldram Opportunity: None, Logicx - Aanvraag CRM koppeling Teams - Mendix Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 31-10-2024 to 29-11-2024 Opportunity Owner=Waldram, Jeroen Status=Active
2024-09-27 Opportunity Update Jeroen Waldram Opportunity: None, Logicx - Aanvraag CRM koppeling Teams - Mendix Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 27-09-2024 to 31-10-2024 Opportunity Owner=Waldram, Jeroen Status=Active
2024-09-20 Opportunity Update Jeroen Waldram Opportunity: None, Logicx - Aanvraag CRM koppeling Teams - Mendix Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 20-09-2024 to 27-09-2024 Opportunity Owner=Waldram, Jeroen Status=Active
2024-06-04 Opportunity Update Jeroen Waldram Opportunity: None, Logicx - Aanvraag CRM koppeling Teams - Mendix Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 31-05-2024 to 20-09-2024 Opportunity Owner=Waldram, Jeroen Status=Active
2024-05-13 Opportunity Update Jeroen Waldram Opportunity: None, Logicx - Aanvraag CRM koppeling Teams - Mendix Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 10-05-2024 to 31-05-2024 Opportunity Owner=Waldram, Jeroen Status=Active
2024-05-06 Opportunity Update Jeroen Waldram Opportunity: None, Logicx - Aanvraag CRM koppeling Teams - Mendix Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 30-04-2024 to 10-05-2024 Opportunity Owner=Waldram, Jeroen Status=Active
2024-03-11 Opportunity Update Jeroen Waldram Opportunity: None, Logicx - Aanvraag CRM koppeling Teams - Mendix Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 29-02-2024 to 30-04-2024 Opportunity Owner=Waldram, Jeroen Status=Active
2023-10-18 Opportunity Update Jeroen Waldram New Opportunity: None, Logicx - Aanvraag CRM koppeling Teams - Mendix Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=29-02-2024 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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