Autotask Toolkit
v 2.13.2 PRODWelzijn Stichtse Vecht (Momenz) - voorstel UB t.v.v. Mitel Lost
- Status
- Lost
- Stage
- Stage 5 Closed - LOST
- Loss reason
- –
- Klant
- Welzijn Stichtse Vecht (3601EX51)
- Aangemaakt
- 2024-01-11
- Gesloten
- –
- Lost-datum
- 2024-04-26
Beschrijving
EG: Oude opportunity's opruimen, besproken met Jeroen, is niet meer opportuun. WSV is ontevreden over de Mitel omgeving, voorstel doen voor omzetting naar UB met gratis toestelactie.
Notes (4)
| Datum | Action type | Assigned to | Onderwerp / inhoud |
|---|---|---|---|
| 2024-04-26 | 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 "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 |
| 2024-04-26 | Opportunity Update | Erik Gunther | Opportunity: None, Welzijn Stichtse Vecht (Momenz) - voorstel UB t.v.v. Mitel Total Revenue=0 Changed Probability from 50% to 0% Changed Status from Stage 1 First Contact to Stage 5 Closed - LOST Changed Projected Close Date from 06-06-2024 to 26-04-2024 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Lost |
| 2024-04-03 | Opportunity Update | Jeroen Waldram | Opportunity: None, Welzijn Stichtse Vecht (Momenz) - voorstel UB t.v.v. Mitel Total Revenue=0 Probability=50% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 28-03-2024 to 06-06-2024 Opportunity Owner=Waldram, Jeroen Status=Active |
| 2024-01-11 | Opportunity Update | Jeroen Waldram | New Opportunity: None, Welzijn Stichtse Vecht (Momenz) - voorstel UB t.v.v. Mitel Total Revenue=0 Probability=50% Sales Stage=Stage 1 First Contact Projected Close Date=28-03-2024 Opportunity Owner=Waldram, Jeroen Status=Active |
Volledige record uit Autotask
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"description": "EG: Oude opportunity's opruimen, besproken met Jeroen, is niet meer opportuun.\n\nWSV is ontevreden over de Mitel omgeving, voorstel doen voor omzetting naar UB met gratis toestelactie.",
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