Autotask Toolkit

v 2.23.0 PROD

Univerge Blue oplossing Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
Gemeente Neder-Betuwe (4043KM20)
Aangemaakt
2024-01-29
Gesloten
–
Lost-datum
2024-05-07

Beschrijving

De gemeente heeft toch gekozen voor een oplossing met Vodafone.

Primary quote

Naam
#1484 — Univerge Blue oplossing
Effectief vanaf
2024-01-28
Vervaldatum
2024-02-29

Maandelijkse items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Telefonie - BYOT CONNECT Essentials
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 36 € 1.050,00 € 37.800,00
2 Telefonie - BYOT - CONNECT Pro
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 36 € 125,00 € 4.500,00
Subtotaal € 42.300,00
Totaal offerte (excl. BTW) € 42.300,00
  • Autotask kent geen looptijd op een offerte. Of het maandelijkse subtotaal een bedrag per maand is of de waarde over de hele looptijd, hangt af van hoe Aantal is ingevuld — de toolkit kan dat niet afleiden.

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2024-06-19 1 KPI Telefonisch contact Alex Veldkamp Blijkt dat de winnende partij het niet waar kan maken een keer bellen hoe ze nu verder willen gaan.
2024-02-14 1 KPI Telefonisch contact Alex Veldkamp Na bellen wat de status is van ons voorstel verloren
2024-05-07 General Frank Lunstroo 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 Frank Lunstroo
2024-05-07 Opportunity Update Frank Lunstroo Opportunity: None, Univerge Blue oplossing Total Revenue=42300 Probability=25% Changed Status from Stage 2 Qualification to Stage 5 Closed - LOST Changed Projected Close Date from 03-05-2024 to 07-05-2024 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Lost
2024-04-03 Opportunity Update Frank Lunstroo Opportunity: None, Univerge Blue oplossing Total Revenue=42300 Probability=25% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 29-03-2024 to 03-05-2024 Opportunity Owner=Lunstroo, Frank Status=Active
2024-01-29 Opportunity Update Frank Lunstroo New Opportunity: None, Univerge Blue oplossing Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=29-03-2024 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask 
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  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 42300.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 1188,
  "contactID": 30685995,
  "cost": 0.0,
  "createDate": "2024-01-29T10:50:28.410Z",
  "creatorResourceID": 29682902,
  "description": "De gemeente heeft toch gekozen voor een oplossing met Vodafone.",
  "helpNeeded": "",
  "id": 1693,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-07-12T15:18:39.000Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2024-05-07T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 42300.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 0.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 25,
  "productID": 2,
  "projectedCloseDate": "2024-05-07T00:00:00.000Z",
  "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": "2024-01-29T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Univerge Blue oplossing",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}