Autotask Toolkit

v 2.13.2 PROD

Cloud oplossing Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
Stichting Huisartsen Waterlandplein (1024VR9)
Aangemaakt
2019-07-02
Gesloten
–
Lost-datum
2023-07-24

Beschrijving

Migratie van een centrale naar de cloud IPO

Primary quote

Naam
#164 — Cloud oplossing (inactief)
Effectief vanaf
2019-08-14
Vervaldatum
2019-09-15

Maandelijkse items (5)

# Artikel of dienst Item type Aantal
1 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 60
2 Mobiel
Deze klant neemt 'mobiele diensten of producten' af van TSV. 		Product 60
3 Vastnet
Deze klant neemt 'Vastnet diensten of producten' af van TSV. 		Product 60
4 Netwerk (LAN)
Deze klant neemt 'netwerk (LAN) diensten of producten' af van TSV. 		Product 60
5 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 60

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Professional Services
Deze klant neemt 'PS diensten' af van TSV. 		Product 1
2 Engineer [request]
Engineer rol voor werkzaamheden op een request ticket 		Labor 1

Notes (23)

Datum Action type Assigned to Onderwerp / inhoud
2023-04-07 1 KPI Telefonisch contact Alex Veldkamp VM van Bas ingesproken later nog een keer bellen Heb er geloof meer in
2023-07-24 General Alex Veldkamp 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)orStandaard (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 Alex Veldkamp
2023-07-24 Opportunity Update Alex Veldkamp Opportunity: None, Cloud oplossing Total Revenue=48619 Probability=75% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=30-06-2023 Opportunity Owner=Veldkamp, Alex Changed Status from Active to Lost
2023-06-12 Opportunity Update Erik Gunther Opportunity: None, Cloud oplossing Total Revenue=48619 Probability=75% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 29-05-2023 to 30-06-2023 Opportunity Owner=Veldkamp, Alex Status=Active
2023-05-22 Opportunity Update Erik Gunther Opportunity: None, Cloud oplossing Total Revenue=48619 Probability=75% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 19-05-2023 to 29-05-2023 Opportunity Owner=Veldkamp, Alex Status=Active
2023-05-02 Opportunity Update Erik Gunther Opportunity: None, Cloud oplossing Total Revenue=48619 Probability=75% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 30-04-2023 to 19-05-2023 Opportunity Owner=Veldkamp, Alex Status=Active
2020-09-03 1 KPI Telefonisch contact Alex Veldkamp Ze hebben het zwaar gehad en willen alle investeringen uitstellen. Ik heb afgesproken om contact te houden.
2023-03-23 Opportunity Update Erik Gunther Opportunity: None, Cloud oplossing Total Revenue=48619 Probability=75% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 21-12-2020 to 30-04-2023 Opportunity Owner=Veldkamp, Alex Status=Active
2020-09-03 Opportunity Update Alex Veldkamp Opportunity: None, Cloud oplossingTotal Revenue=48512 Probability=75% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 18-05-2020 to 21-12-2020 Opportunity Owner=Veldkamp, Alex Status=Active
2019-09-23 1 KPI Telefonisch contact Alex Veldkamp e-mail gestuurd met het verzoek een afspraak te plannen.
2020-04-03 Opportunity Update Alex Veldkamp Opportunity: None, Cloud oplossingTotal Revenue=48512 Probability=75% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 25-03-2020 to 18-05-2020 Opportunity Owner=Veldkamp, Alex Status=Active
2020-02-06 Opportunity Update Alex Veldkamp Opportunity: None, Cloud oplossingTotal Revenue=48512 Changed Probability from 50% to 75% Sales Stage=Stage 3 Proposal Sent Projected Close Date=25-03-2020 Opportunity Owner=Veldkamp, Alex Status=Active
2020-01-29 Opportunity Update Alex Veldkamp Opportunity: None, Cloud oplossingTotal Revenue=56529 Changed Probability from 0% to 50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 06-01-2020 to 25-03-2020 Opportunity Owner=Veldkamp, Alex Status=Active
2020-01-29 Opportunity Update Alex Veldkamp Opportunity: None, Cloud oplossingChanged Total Revenue from 0,00 to 56529,00 Probability=0% Sales Stage=Stage 3 Proposal Sent Projected Close Date=06-01-2020 Opportunity Owner=Veldkamp, Alex Status=Active
2020-01-06 Opportunity Update Redacted Resource (redacted) Opportunity: None, Cloud oplossingTotal Revenue=0 Probability=0% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 29-11-2019 to 06-01-2020 Opportunity Owner=Veldkamp, Alex Status=Active
2019-10-24 Opportunity Update Alex Veldkamp Opportunity: None, Cloud oplossingTotal Revenue=0 Probability=0% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Changed Projected Close Date from 15-10-2019 to 29-11-2019 Opportunity Owner=Veldkamp, Alex Status=Active
2019-09-09 1 KPI Telefonisch contact Alex Veldkamp David heeft mij een e-mail gestuurd dat hij het intern gaat bespreken en dan contact met mij opneemt. Even wachten
2019-09-09 Opportunity Update Alex Veldkamp Opportunity: None, Cloud oplossingTotal Revenue=0 Probability=0% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 16-09-2019 to 15-10-2019 Opportunity Owner=Veldkamp, Alex Status=Active
2019-08-28 1 KPI Telefonisch contact Alex Veldkamp Tweede aanbieding maken met alleen de upgrade
2019-08-21 1 KPI Telefonisch contact Alex Veldkamp Offerte per e-mail verstuurd aan Bas en David even wachten over een week contact opnemen.
2019-08-15 Opportunity Update Alex Veldkamp Opportunity: None, Cloud oplossingTotal Revenue=0 Probability=0% Sales Stage=Stage 2 Qualification Projected Close Date=16-09-2019 Opportunity Owner=Veldkamp, Alex Status=Active
2019-08-15 Opportunity Update Alex Veldkamp Opportunity: None, Cloud oplossingTotal Revenue=0 Probability=0% Sales Stage=Stage 2 Qualification Projected Close Date=16-09-2019 Opportunity Owner=Veldkamp, Alex Status=Active
2019-07-02 Opportunity Update Alex Veldkamp New Opportunity: None, Cloud oplossingTotal Revenue=0 Probability=0% Sales Stage=Stage 2 Qualification Projected Close Date=16-09-2019 Opportunity Owner=Veldkamp, Alex Status=Active
Volledige record uit Autotask 
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 48619.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 914,
  "contactID": 30685063,
  "cost": 0.0,
  "createDate": "2019-07-02T12:28:57.080Z",
  "creatorResourceID": 29682901,
  "description": "Migratie van een centrale naar de cloud IPO",
  "helpNeeded": "",
  "id": 171,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-12-01T15:51:16.000Z",
  "leadSource": null,
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  "lossReasonDetail": "",
  "lostDate": "2023-07-24T00:00:00.000Z",
  "market": "",
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  "monthlyRevenue": 42840.0,
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  "onetimeCost": 0.0,
  "onetimeRevenue": 5779.0,
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  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682901,
  "primaryCompetitor": null,
  "probability": 75,
  "productID": 2,
  "projectedCloseDate": "2023-06-30T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
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  "rating": null,
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  "revenueSpread": 0,
  "revenueSpreadUnit": "",
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  "semiannualCost": 0.0,
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  "stage": 29682775,
  "startDate": "2019-07-02T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Cloud oplossing",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}