Autotask Toolkit

v 2.13.2 PROD

T20240115.0019 - 1 nieuw toestel, 1 toestel aansluiten. Lost

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Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
Twins Investments B.V. (2691GH146)
Aangemaakt
2024-01-15
Gesloten
–
Lost-datum
2024-02-26

Beschrijving

Toestel wordt niet besteld en werkzaamheden onder garantie opgepakt. Graag 1 nieuw toestel leveren en installeren. Tevens 1 bestaand toestel opnieuw aansluiten en indien nodig programmeren En graag het dect basis station verplaatsen, momenteel is het bereik niet op alle plekken goed.

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2024-02-26 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
2024-02-26 Opportunity Update Erik Gunther Opportunity: None, T20240115.0019 - 1 nieuw toestel, 1 toestel aansluiten. Total Revenue=0 Changed Probability from 10% to 0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=28-02-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Lost
2024-02-21 Opportunity Update Erik Gunther Opportunity: None, T20240115.0019 - 1 nieuw toestel, 1 toestel aansluiten. Total Revenue=0 Probability=10% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 16-02-2024 to 28-02-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-01-31 Opportunity Update Erik Gunther Opportunity: None, T20240115.0019 - 1 nieuw toestel, 1 toestel aansluiten. Total Revenue=0 Probability=10% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 02-02-2024 to 16-02-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-01-29 Opportunity Update Erik Gunther Opportunity: None, T20240115.0019 - 1 nieuw toestel, 1 toestel aansluiten. Total Revenue=0 Probability=10% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 26-01-2024 to 02-02-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-01-24 Opportunity Update Erik Gunther Opportunity: None, T20240115.0019 - 1 nieuw toestel, 1 toestel aansluiten. Total Revenue=0 Probability=10% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Changed Projected Close Date from 22-01-2024 to 26-01-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-01-19 0 Quick Note Erik Gunther Advies van Andre 3 uur werk 1x voorrijden 1x Avaya J139
2024-01-19 Opportunity Update Erik Gunther Opportunity: None, T20240115.0019 - 1 nieuw toestel, 1 toestel aansluiten. Total Revenue=0 Changed Probability from 1% to 10% Sales Stage=Stage 1 First Contact Projected Close Date=22-01-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-01-15 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 André Kik
2024-01-15 Opportunity Update André Kik New Opportunity: None, T20240115.0019 - 1 nieuw toestel, 1 toestel aansluiten. Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=22-01-2024 Opportunity Owner=Kik, André Status=Active
Volledige record uit Autotask 
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  "assessmentScore": null,
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  "closedDate": null,
  "companyID": 440,
  "contactID": 30683938,
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  "createDate": "2024-01-15T14:43:56.620Z",
  "creatorResourceID": 29682888,
  "description": "Toestel wordt niet besteld en werkzaamheden onder garantie opgepakt.\n\n\nGraag 1 nieuw toestel leveren en installeren.\nTevens 1 bestaand toestel opnieuw aansluiten en indien nodig programmeren\nEn graag het dect basis station verplaatsen, momenteel is het bereik niet op alle plekken goed.",
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  "productID": 2,
  "projectedCloseDate": "2024-02-28T00:00:00.000Z",
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  "title": "T20240115.0019 - 1 nieuw toestel, 1 toestel aansluiten.",
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