Autotask Toolkit

v 2.13.2 PROD

Headset Lost

📁 SharePoint-folder

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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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 0.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 440,
  "contactID": 30685993,
  "cost": 0.0,
  "createDate": "2024-07-16T13:57:43.667Z",
  "creatorResourceID": 29682886,
  "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.",
  "helpNeeded": "",
  "id": 1854,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-07-18T13:23:41.990Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2024-07-18T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 0.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2024-07-23T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
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  "stage": 29682775,
  "startDate": "2024-07-16T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Headset",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}