Autotask Toolkit

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Twee Mitel 6930 toestellen Lost

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Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Geveke Werktuigbouw BV (1014BA51)
Aangemaakt
2024-03-07
Gesloten
Lost-datum
2024-04-22

Beschrijving

Ticket is gesloten met de onderstaande mededeling, zodoende sluit ik in overleg met Andre ook de opportunity Carmen gesproken, weet hier niets van. Ticket mag dicht. Indien nodig nieuwe ticket aanmaken. Uitleveren: 2x Mitel 6930 50008386 Businesscom 317,50 per stuk 1x Order en verzendkosten Er zijn bij deze klant twee toestellen waarvan het display vervaagd is. Hiervoor graag een aanbieding maken. Betreft Mitel 6930 Configuratie zou de klant zelf kunnen doen (replacement codes). Indien de klant wenst dat wij hierin ondersteunen, uurtje remote additioneel aanbieden. Netwerk troubleshooten kunnen wij niet verzorgen.

Primary quote

Naam
#1513 — Twee Mitel 6930 toestellen
Effectief vanaf
2024-03-10
Vervaldatum
2024-04-11

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
Mitel 6930 50008386
Product 2
2 Professional Services
Order en verzendkosten
Product 1

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2024-04-22 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
2024-04-22 Opportunity Update Erik Gunther Opportunity: None, Twee Mitel 6930 toestellen Total Revenue=652 Changed Probability from 10% to 0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=03-05-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Lost
2024-04-19 Opportunity Update Erik Gunther Opportunity: None, Twee Mitel 6930 toestellen Total Revenue=652 Probability=10% Sales Stage=Stage 3 Proposal Sent 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, Twee Mitel 6930 toestellen Total Revenue=652 Probability=10% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 10-04-2024 to 18-04-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-04-03 Opportunity Update Erik Gunther Opportunity: None, Twee Mitel 6930 toestellen Total Revenue=652 Probability=10% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 29-03-2024 to 10-04-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-03-22 Opportunity Update Erik Gunther Opportunity: None, Twee Mitel 6930 toestellen Total Revenue=652 Probability=10% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 18-03-2024 to 29-03-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-03-11 Opportunity Update Erik Gunther Opportunity: None, Twee Mitel 6930 toestellen Total Revenue=652 Changed Probability from 1% to 10% Sales Stage=Stage 3 Proposal Sent Projected Close Date=18-03-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-03-11 Opportunity Update Erik Gunther Opportunity: None, Twee Mitel 6930 toestellen Total Revenue=652 Probability=1% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 14-03-2024 to 18-03-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-03-11 Opportunity Update Erik Gunther Opportunity: None, Twee Mitel 6930 toestellen Total Revenue=652 Probability=1% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=14-03-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-03-07 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 Marc Blankestijn
2024-03-07 Opportunity Update Marc Blankestijn New Opportunity: None, Twee Mitel 6930 toestellen Total Revenue=0 Probability=0% Sales Stage=Stage 2 Qualification Projected Close Date=14-03-2024 Opportunity Owner=Blankestijn, Marc Status=Active
Volledige record uit Autotask
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
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  "amount": 652.5,
  "assessmentScore": null,
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  "closedDate": null,
  "companyID": 292,
  "contactID": 30686021,
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  "createDate": "2024-03-07T09:12:03.607Z",
  "creatorResourceID": 29682886,
  "description": "Ticket is gesloten met de onderstaande mededeling, zodoende sluit ik in overleg met Andre ook de opportunity\n\nCarmen gesproken, weet hier niets van.\nTicket mag dicht.\nIndien nodig nieuwe ticket aanmaken.\n\n\nUitleveren:\n2x Mitel 6930 50008386 Businesscom 317,50 per stuk\n1x Order en verzendkosten\n\n\nEr zijn bij deze klant twee toestellen waarvan het display vervaagd is.\nHiervoor graag een aanbieding maken.\n\nBetreft Mitel 6930\nConfiguratie zou de klant zelf kunnen doen (replacement codes).\n\nIndien de klant wenst dat wij hierin ondersteunen, uurtje remote additioneel aanbieden.\nNetwerk troubleshooten kunnen wij niet verzorgen.",
  "helpNeeded": "",
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  "lastActivity": "2024-04-22T11:53:56.707Z",
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  "lossReasonDetail": "",
  "lostDate": "2024-04-22T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
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  "nextStep": "",
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  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
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  "productID": 2,
  "projectedCloseDate": "2024-05-03T00:00:00.000Z",
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  "title": "Twee Mitel 6930 toestellen",
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}