Autotask Toolkit
v 2.13.2 PRODT20240110.0015 - Toestel naam aanpassen. Lost
- Status
- Lost
- Stage
- Stage 5 Closed - LOST
- Loss reason
- –
- Detail
- onderstaand ticket mag voorlopig worden afgemeld. Veel dank!
- Klant
- Steenhaven BV (1077XV)
- Aangemaakt
- 2024-01-16
- Gesloten
- –
- Lost-datum
- 2024-01-30
Beschrijving
Graag de naam van toestel 247 aanpassen naar: Daan Dols En 249 aanpassen naar: Stagiaire
Notes (6)
| Datum | Action type | Assigned to | Onderwerp / inhoud |
|---|---|---|---|
| 2024-01-30 | 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 André Kik |
| 2024-01-30 | Opportunity Update | André Kik | Closed Date: 30-01-2024 Notified: Subject: Lost Opportunity for Steenhaven BV (1077XV) Body: |
| 2024-01-30 | Opportunity Update | Erik Gunther | Opportunity: None, T20240110.0015 - Toestel naam aanpassen. Total Revenue=0 Probability=1% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 31-01-2024 to 16-02-2024 Opportunity Owner=Gunther, Erik Status=Active |
| 2024-01-24 | Opportunity Update | Erik Gunther | Opportunity: None, T20240110.0015 - Toestel naam aanpassen. Total Revenue=0 Probability=1% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 23-01-2024 to 31-01-2024 Opportunity Owner=Gunther, Erik Status=Active |
| 2024-01-16 | 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 |
| 2024-01-16 | Opportunity Update | André Kik | New Opportunity: None, T20240110.0015 - Toestel naam aanpassen. Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=23-01-2024 Opportunity Owner=Kik, André Status=Active |
Volledige record uit Autotask
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