Autotask Toolkit
v 2.13.2 PRODMOmenz/WSV - voorstel mobiel 5 stuks Lost
- Status
- Lost
- Stage
- Stage 5 Closed - LOST
- Loss reason
- –
- Klant
- Welzijn Stichtse Vecht (3601EX51)
- Aangemaakt
- 2024-02-08
- Gesloten
- –
- Lost-datum
- 2024-04-26
Beschrijving
EG: Oude opportunity's opruimen, besproken met Jeroen, is niet meer opportuun. 5x Unlimited aanbieden. Hebben nu KPN voor 37,- per maand
Notes (5)
| Datum | Action type | Assigned to | Onderwerp / inhoud |
|---|---|---|---|
| 2024-04-26 | General | Jeroen Waldram |
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 |
| 2024-04-26 | Opportunity Update | Erik Gunther | Opportunity: None, MOmenz/WSV - voorstel mobiel 5 stuks Total Revenue=0 Changed Probability from 50% to 0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Changed Projected Close Date from 31-05-2024 to 26-04-2024 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Lost |
| 2024-03-08 | Opportunity Update | Jeroen Waldram | Opportunity: None, MOmenz/WSV - voorstel mobiel 5 stuks Total Revenue=0 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 08-03-2024 to 31-05-2024 Opportunity Owner=Waldram, Jeroen Status=Active |
| 2024-02-08 | Opportunity Update | Jeroen Waldram | Opportunity: None, MOmenz/WSV - voorstel mobiel 5 stuks Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=08-03-2024 Opportunity Owner=Waldram, Jeroen Status=Active |
| 2024-02-08 | Opportunity Update | Jeroen Waldram | New Opportunity: None, MOmenz/WSV - voorstel mobiel 5 stuks Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=08-03-2024 Opportunity Owner=Waldram, Jeroen Status=Active |
Volledige record uit Autotask
{
"advancedField1": 0.0,
"advancedField2": 0.0,
"advancedField3": 0.0,
"advancedField4": 0.0,
"advancedField5": 0.0,
"amount": 0.0,
"assessmentScore": null,
"barriers": "",
"closedDate": null,
"companyID": 461,
"contactID": 30685869,
"cost": 0.0,
"createDate": "2024-02-08T10:29:17.100Z",
"creatorResourceID": 29682918,
"description": "EG: Oude opportunity's opruimen, besproken met Jeroen, is niet meer opportuun.\n\n5x Unlimited aanbieden. Hebben nu KPN voor 37,- per maand",
"helpNeeded": "",
"id": 1702,
"impersonatorCreatorResourceID": null,
"lastActivity": "2024-04-26T11:42:59.793Z",
"leadSource": null,
"lossReason": null,
"lossReasonDetail": "",
"lostDate": "2024-04-26T00:00:00.000Z",
"market": "",
"monthlyCost": 0.0,
"monthlyRevenue": 0.0,
"nextStep": "",
"onetimeCost": 0.0,
"onetimeRevenue": 0.0,
"opportunityCategoryID": 103,
"organizationalLevelAssociationID": null,
"ownerResourceID": 29682918,
"primaryCompetitor": null,
"probability": 0,
"productID": 2,
"projectedCloseDate": "2024-04-26T00:00:00.000Z",
"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": "2024-02-08T00:00:00.000Z",
"status": 2,
"technicalAssessmentScore": null,
"throughDate": null,
"title": "MOmenz/WSV - voorstel mobiel 5 stuks",
"totalAmountMonths": 1,
"useQuoteTotals": true,
"userDefinedFields": [],
"winReason": null,
"winReasonDetail": "",
"yearlyCost": 0.0,
"yearlyRevenue": 0.0
}