Autotask Toolkit
v 2.13.2 PRODT20240124.0005 - Site administration login gegevens Closed
- Status
- Closed
- Stage
- Stage 5 Closed - LOST
- Win reason
- –
- Klant
- Gemeente Gemert-Bakel (5421CV1)
- Aangemaakt
- 2024-01-24
- Gesloten
- 2024-05-21
Beschrijving
Bij uitblijven van de klant reactie sluit ik de opportunity Beste, Graag zou ik login gegevens willen krijgen om in list station te komen. We moeten regelmatig display naam wijziging/aanpassen voor nieuwe collega’s alleen hebben we nog geen login ID en Password. Alvast bedankt, Met vriendelijke groet, Yaman Najib
Notes (15)
| Datum | Action type | Assigned to | Onderwerp / inhoud |
|---|---|---|---|
| 2024-05-21 | 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 |
| 2024-05-21 | Opportunity Update | Erik Gunther | Opportunity: None, T20240124.0005 - Site administration login gegevens Total Revenue=0 Changed Probability from 10% to 0% Changed Status from Stage 1 First Contact to Stage 5 Closed - LOST Projected Close Date=21-05-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed |
| 2024-05-03 | Opportunity Update | Erik Gunther | Opportunity: None, T20240124.0005 - Site administration login gegevens Total Revenue=0 Probability=10% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 03-05-2024 to 21-05-2024 Opportunity Owner=Gunther, Erik Status=Active |
| 2024-04-19 | Opportunity Update | Erik Gunther | Opportunity: None, T20240124.0005 - Site administration login gegevens Total Revenue=0 Probability=10% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 18-04-2024 to 03-05-2024 Opportunity Owner=Gunther, Erik Status=Active |
| 2024-04-11 | Opportunity Update | Erik Gunther | Opportunity: None, T20240124.0005 - Site administration login gegevens Total Revenue=0 Probability=10% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 10-04-2024 to 18-04-2024 Opportunity Owner=Gunther, Erik Status=Active |
| 2024-03-11 | Opportunity Update | Erik Gunther | Opportunity: None, T20240124.0005 - Site administration login gegevens Total Revenue=0 Probability=10% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 11-03-2024 to 10-04-2024 Opportunity Owner=Gunther, Erik Status=Active |
| 2024-03-04 | Opportunity Update | Erik Gunther | Opportunity: None, T20240124.0005 - Site administration login gegevens Total Revenue=0 Probability=10% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 28-02-2024 to 11-03-2024 Opportunity Owner=Gunther, Erik Status=Active |
| 2024-02-21 | Opportunity Update | Erik Gunther | Opportunity: None, T20240124.0005 - Site administration login gegevens Total Revenue=0 Probability=10% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 13-02-2024 to 28-02-2024 Opportunity Owner=Gunther, Erik Status=Active |
| 2024-02-07 | 0 Quick Note | André Kik | Beste, Ik heb gisteren per mail gekregen dat mijn ticket is gereed gemeld, maar heb ik hier nog niks mogen ontvangen. Hebben jullie de status voor mij? We hebben steeds meer behoefte aan een login gegevens. Alvast bedankt, Met vriendelijke groet, Yaman Najib |
| 2024-02-02 | Opportunity Update | Erik Gunther | Opportunity: None, T20240124.0005 - Site administration login gegevens Total Revenue=0 Changed Probability from 1% to 10% Sales Stage=Stage 1 First Contact Projected Close Date=13-02-2024 Opportunity Owner=Gunther, Erik Status=Active |
| 2024-02-02 | 0 Quick Note | Erik Gunther | Geen contact nog gekregen met Yaman, ze hebben in het verleden toegang gehad (Frans) We kunnen wederom hier een training voor verzorgen dan is alleen de vraag voor hoeveel mensen. |
| 2024-01-25 | Opportunity Update | Erik Gunther | Opportunity: None, T20240124.0005 - Site administration login gegevens Total Revenue=0 Probability=1% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 31-01-2024 to 13-02-2024 Opportunity Owner=Gunther, Erik Status=Active |
| 2024-01-24 | 0 Quick Note | Erik Gunther | Frans van Kessel heeft deze gegevens. |
| 2024-01-24 | 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 |
| 2024-01-24 | Opportunity Update | André Kik | New Opportunity: None, T20240124.0005 - Site administration login gegevens Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=31-01-2024 Opportunity Owner=Kik, André Status=Active |
Volledige record uit Autotask
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