Autotask Toolkit

v 2.13.2 PROD

Quote request Lost

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Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Detail
Hi Erik, Please close the opportunity. If the customer wishes to purchase in future, I will get back to you ?? Thanks Beth
Klant
Abbott BV (8011BZ4)
Aangemaakt
2023-10-25
Gesloten
Lost-datum
2023-12-22

Beschrijving

Hi Erik, Please close the opportunity. If the customer wishes to purchase in future, I will get back to you ?? Thanks Beth __ Hello Frank Please can you provide a quote for the following?: 1x D63 talker (no charger) 1x Delivery charge Thanks Beth

Primary quote

Naam
#1403 — Quote request
Effectief vanaf
2023-10-26
Vervaldatum
2023-11-27

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
Ascom D63 Talker
Product 1
2 Professional Services
Order en verzendkosten
Product 1

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2023-12-22 General Erik Gunther 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 Erik Gunther
2023-12-22 Opportunity Update Erik Gunther Opportunity: None, Quote request Total Revenue=236 Changed Probability from 25% to 0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=07-01-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Lost
2023-12-08 Opportunity Update Erik Gunther Opportunity: None, Quote request Total Revenue=236 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 08-12-2023 to 07-01-2024 Opportunity Owner=Gunther, Erik Status=Active
2023-11-24 Opportunity Update Erik Gunther Opportunity: None, Quote request Total Revenue=236 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 24-11-2023 to 08-12-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-11-11 Opportunity Update Erik Gunther Opportunity: None, Quote request Total Revenue=236 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 10-11-2023 to 24-11-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-11-03 Opportunity Update Erik Gunther Opportunity: None, Quote request Total Revenue=236 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 01-11-2023 to 10-11-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-10-31 Opportunity Update Erik Gunther Opportunity: None, Quote request Total Revenue=236 Changed Probability from 1% to 25% Sales Stage=Stage 3 Proposal Sent Projected Close Date=01-11-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-10-27 Opportunity Update Erik Gunther Opportunity: None, Quote request Total Revenue=236 Probability=1% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=01-11-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-10-25 General Erik Gunther Workflow Rule "Technische Opportunity naar Sales Agent" fired.
When an opportunity is: Created And the following conditions are met: Opportunity Owner in list "Blankestijn, Marc or Kik, André" Then execute the following actions: Set Opportunity Owner To "Gunther, Erik" Set Probability To "1" Initiated by André Kik
2023-10-25 Opportunity Update André Kik New Opportunity: None, Quote request Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=01-11-2023 Opportunity Owner=Kik, André Status=Active
Volledige record uit Autotask
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  "contactID": 30685952,
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  "creatorResourceID": 29682888,
  "description": "Hi Erik,\n\nPlease close the opportunity. If the customer wishes to purchase in future, I will get back to you ??\n\nThanks\nBeth\n\n__\n\n\n\nHello Frank\n\n\nPlease can you provide a quote for the following?:\n\n\n1x D63 talker (no charger)\n\n1x Delivery charge\n\nThanks\n\nBeth",
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