Autotask Toolkit
v 2.13.2 PRODHeadset Lost
- Status
- Lost
- Stage
- Stage 5 Closed - LOST
- Loss reason
- –
- Klant
- Twins Investments B.V. (2691GH146)
- Aangemaakt
- 2024-07-16
- Gesloten
- –
- Lost-datum
- 2024-07-18
Beschrijving
Headset werkt weer na een reset, zodoende is een nieuwe niet nodig. Headset is defect. valt niet onder support. graag nieuwe headset aanbieden. Graag met klant overleggen welk type noodzakelijk is.
Notes (4)
| Datum | Action type | Assigned to | Onderwerp / inhoud |
|---|---|---|---|
| 2024-07-18 | 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 "Losse opdracht or Project 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 |
| 2024-07-18 | Opportunity Update | Erik Gunther | Opportunity: None, Headset Total Revenue=0 Changed Probability from 1% to 0% Changed Status from Stage 1 First Contact to Stage 5 Closed - LOST Projected Close Date=23-07-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Lost |
| 2024-07-16 | 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 |
| 2024-07-16 | Opportunity Update | Marc Blankestijn | New Opportunity: None, Headset Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=23-07-2024 Opportunity Owner=Blankestijn, Marc Status=Active |
Volledige record uit Autotask
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"description": "Headset werkt weer na een reset, zodoende is een nieuwe niet nodig.\n\n\nHeadset is defect. valt niet onder support. graag nieuwe headset aanbieden.\nGraag met klant overleggen welk type noodzakelijk is.",
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