Autotask Toolkit

v 2.13.2 PROD

Project-retainer Lost

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Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
Acolad Netherlands B.V. (1181KK121)
Aangemaakt
2024-07-18
Gesloten
–
Lost-datum
2025-09-11

Beschrijving

Acolad heeft besloten de dienstverlening met TSV te beëindigen, dus deze opportunity is lost.

Primary quote

Naam
#1604 — Project-retainer
Effectief vanaf
2024-07-17
Vervaldatum
2024-08-18

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 80
2 Project Management
Project management werkzaamheden voor de afdeling projecten van TSV 		Labor 40

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2025-09-11 General Frank Lunstroo 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 Frank Lunstroo
2025-09-11 Opportunity Update Frank Lunstroo Opportunity: None, Project-retainer Total Revenue=14200 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - LOST Projected Close Date=29-05-2025 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Lost
2025-05-22 Opportunity Update Frank Lunstroo Opportunity: None, Project-retainer Total Revenue=14200 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 15-05-2025 to 29-05-2025 Opportunity Owner=Lunstroo, Frank Status=Active
2025-04-07 Opportunity Update Frank Lunstroo Opportunity: None, Project-retainer Total Revenue=14200 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 31-03-2025 to 15-05-2025 Opportunity Owner=Lunstroo, Frank Status=Active
2025-02-13 Opportunity Update Frank Lunstroo Opportunity: None, Project-retainer Total Revenue=14200 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 30-01-2025 to 31-03-2025 Opportunity Owner=Lunstroo, Frank Status=Active
2024-12-30 Opportunity Update Frank Lunstroo Opportunity: None, Project-retainer Total Revenue=14200 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 31-12-2024 to 30-01-2025 Opportunity Owner=Lunstroo, Frank Status=Active
2024-11-12 Opportunity Update Frank Lunstroo Opportunity: None, Project-retainer Total Revenue=14200 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 17-10-2024 to 31-12-2024 Opportunity Owner=Lunstroo, Frank Status=Active
2024-09-11 Opportunity Update Frank Lunstroo Opportunity: None, Project-retainer Total Revenue=14200 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 17-08-2024 to 17-10-2024 Opportunity Owner=Lunstroo, Frank Status=Active
2024-07-18 Opportunity Update Frank Lunstroo Opportunity: None, Project-retainer Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=17-08-2024 Opportunity Owner=Lunstroo, Frank Status=Active
2024-07-18 Opportunity Update Frank Lunstroo New Opportunity: None, Project-retainer Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=17-08-2024 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask 
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 14200.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 923,
  "contactID": 30685081,
  "cost": 0.0,
  "createDate": "2024-07-18T15:54:11.420Z",
  "creatorResourceID": 29682902,
  "description": "Acolad heeft besloten de dienstverlening met TSV te beëindigen, dus deze opportunity is lost.",
  "helpNeeded": "",
  "id": 1857,
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  "lastActivity": "2025-09-11T15:36:58.320Z",
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  "lossReason": null,
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  "productID": 2,
  "projectedCloseDate": "2025-05-29T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "stage": 29682775,
  "startDate": "2024-07-18T00:00:00.000Z",
  "status": 2,
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  "userDefinedFields": [],
  "winReason": null,
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}