Autotask Toolkit

v 2.13.2 PROD

Kostenindicatie: Gesloten tekst activeren tot woensdag 3 januari. Lost

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Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
MYbusinessmedia Holding BV. (7411CG70)
Aangemaakt
2023-12-27
Gesloten
Lost-datum
2024-01-05

Beschrijving

Geen klant reactie ontvangen. Aantal uren: 1 Aantal keer voorrijden: nvt Op basis van nacalculatie

Primary quote

Naam
#1448 — Kostenindicatie: Gesloten tekst activeren tot woensdag 3 januari.
Effectief vanaf
2023-12-27
Vervaldatum
2024-01-28

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 1

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2024-01-05 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
2024-01-05 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: Gesloten tekst activeren tot woensdag 3 januari. Total Revenue=115 Changed Probability from 25% to 0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=03-01-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Lost
2023-12-28 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: Gesloten tekst activeren tot woensdag 3 januari. Total Revenue=115 Changed Probability from 1% to 25% Sales Stage=Stage 3 Proposal Sent Projected Close Date=03-01-2024 Opportunity Owner=Gunther, Erik Status=Active
2023-12-28 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: Gesloten tekst activeren tot woensdag 3 januari. Total Revenue=115 Probability=1% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=03-01-2024 Opportunity Owner=Gunther, Erik Status=Active
2023-12-27 General Erik Gunther Workflow Rule "Technische Opportunity naar Sales Agent" fired.
When an opportunity is: Created And the following conditions are met: Opportunity Owner not in list "Gunther, Erik or Hammel, David or Lunstroo, Frank or Riechelmann, Ronny or Veldkamp, Alex or Waldram, Jeroen" Then execute the following actions: Set Opportunity Owner To "Gunther, Erik" Set Probability To "1" Send notification e-mail (Opportunity - Re-assigned (Wizard)) to egunther@tsv-groep.nl Initiated by Gerko Oskam
2023-12-27 Opportunity Update Gerko Oskam New Opportunity: None, Kostenindicatie: Gesloten tekst activeren tot woensdag 3 januari. Total Revenue=0 Probability=0% Sales Stage=Stage 2 Qualification Projected Close Date=03-01-2024 Opportunity Owner=Oskam, Gerko Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 115.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 942,
  "contactID": 30685379,
  "cost": 0.0,
  "createDate": "2023-12-27T13:44:09.320Z",
  "creatorResourceID": 29682891,
  "description": "Geen klant reactie ontvangen.\n\nAantal uren: 1\n\nAantal keer voorrijden: nvt\n\nOp basis van nacalculatie",
  "helpNeeded": "",
  "id": 1651,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-01-05T08:17:41.407Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2024-01-05T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 115.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2024-01-03T00:00:00.000Z",
  "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": "2023-12-27T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Kostenindicatie: Gesloten tekst activeren tot woensdag 3 januari.",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}