Autotask Toolkit
v 2.13.2 PRODT20240404.0005 - Aanpassingen Emotron Lost
- Status
- Lost
- Stage
- Stage 5 Closed - LOST
- Loss reason
- –
- Klant
- CG Drives & Automation Netherlands B.V. (5541SK15)
- Aangemaakt
- 2024-04-04
- Gesloten
- –
- Lost-datum
- 2024-04-15
Beschrijving
Voor nu geen actie van Sales kant nodig. 1. Updaten van de Avaya configuratie en instellingen 2. Updaten vakantiedagen (open/gesloten instellingen) 3. Daarnaast is zijn directe nummer 0497-389282 niet geactiveerd op de Avaya en is dus niet van buiten te bereiken. Info van David Klant heeft ook geen full service contract dus moet er ook eerst een OB heen vind ik
Notes (5)
| Datum | Action type | Assigned to | Onderwerp / inhoud |
|---|---|---|---|
| 2024-04-15 | 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 |
| 2024-04-15 | Opportunity Update | Erik Gunther | Opportunity: None, T20240404.0005 - Aanpassingen Emotron Total Revenue=0 Changed Probability from 1% to 0% Changed Status from Stage 1 First Contact to Stage 5 Closed - LOST Projected Close Date=18-04-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Lost |
| 2024-04-11 | Opportunity Update | Erik Gunther | Opportunity: None, T20240404.0005 - Aanpassingen Emotron Total Revenue=0 Probability=1% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 11-04-2024 to 18-04-2024 Opportunity Owner=Gunther, Erik Status=Active |
| 2024-04-04 | 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 |
| 2024-04-04 | Opportunity Update | André Kik | New Opportunity: None, T20240404.0005 - Aanpassingen Emotron Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=11-04-2024 Opportunity Owner=Kik, André Status=Active |
Volledige record uit Autotask
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"description": "Voor nu geen actie van Sales kant nodig.\n\n\n1. Updaten van de Avaya configuratie en instellingen\n2. Updaten vakantiedagen (open/gesloten instellingen)\n3. Daarnaast is zijn directe nummer 0497-389282 niet geactiveerd op de Avaya en is dus niet van buiten te bereiken.\n\nInfo van David\nKlant heeft ook geen full service contract dus moet er ook eerst een OB heen vind ik",
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