Autotask Toolkit
v 2.13.2 PRODT20240205.0004 - 4 Nieuwe headsets Lost
- Status
- Lost
- Stage
- Stage 5 Closed - LOST
- Loss reason
- –
- Klant
- Voetmax Orthopedische Schoenen (7555SK)
- Aangemaakt
- 2024-02-05
- Gesloten
- –
- Lost-datum
- 2024-04-02
Beschrijving
Gaan toch eerder dan verwacht over naar het telefonieplatform van hun moeder-firma. Ik heb wel de afspraak met Rob dat hij mij gaat voorstellen aan de moeder-firma.
Notes (8)
| Datum | Action type | Assigned to | Onderwerp / inhoud |
|---|---|---|---|
| 2024-04-02 | General | Ronny Riechelmann (redacted) |
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 Ronny Riechelmann |
| 2024-04-02 | Opportunity Update | Ronny Riechelmann (redacted) | Opportunity: None, T20240205.0004 - 4 Nieuwe headsets Total Revenue=0 Probability=10% Changed Status from Stage 1 First Contact to Stage 5 Closed - LOST Projected Close Date=29-03-2024 Opportunity Owner=Riechelmann, Ronny Changed Status from Active to Lost |
| 2024-02-05 | 1 KPI Telefonisch contact | Ronny Riechelmann (redacted) | Pricing met lisanne gedeeld. Ze komt er bij mij op terug. ze moet het eerst bespreken met Rob |
| 2024-03-04 | Opportunity Update | Erik Gunther | Opportunity: None, T20240205.0004 - 4 Nieuwe headsets Total Revenue=0 Changed Probability from 1% to 10% Sales Stage=Stage 1 First Contact Projected Close Date=29-03-2024 Opportunity Owner=Riechelmann, Ronny Status=Active |
| 2024-02-26 | Opportunity Update | Ronny Riechelmann (redacted) | Opportunity: None, T20240205.0004 - 4 Nieuwe headsets Total Revenue=0 Probability=1% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 12-02-2024 to 29-03-2024 Opportunity Owner=Riechelmann, Ronny Status=Active |
| 2024-02-13 | General | Ronny Riechelmann (redacted) | A new lead has been assigned from Erik Gunther to Ronny Riechelmann Client: Wittepoel Orthopedische Schoentechniek BV (3078KJ63) Product: None Description: T20240205.0004 - 4 Nieuwe headsets Instructions: Additional Comments: Re-assigned from: Erik Gunther Re-assigned to: Ronny Riechelmann |
| 2024-02-05 | 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 |
| 2024-02-05 | Opportunity Update | André Kik | New Opportunity: None, T20240205.0004 - 4 Nieuwe headsets Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=12-02-2024 Opportunity Owner=Kik, André Status=Active |
Volledige record uit Autotask
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