Autotask Toolkit

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T20241021.0008 - 2 maal nieuwe vaste toestellen. Lost

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Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Detail
Klant reageert niet op de reminders.
Klant
Twins Investments B.V. (2691GH146)
Aangemaakt
2024-10-21
Gesloten
–
Lost-datum
2024-12-31

Beschrijving

Klant reageert niet op de reminders. Graag 2 maal nieuwe vaste toestellen aanbieden inclusief aansluiten en programmeren.

Primary quote

Naam
#1683 — T20241021.0008 - 2 maal nieuwe vaste toestellen.
Effectief vanaf
2024-10-23
Vervaldatum
2024-11-24

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Avaya J139
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 2
2 Engineer
Engineer rol voor werkzaamheden op een incident ticket 		Labor 2
3 Voorrijdkosten (project) Cost 1

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2024-12-31 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
2024-12-31 Opportunity Update Erik Gunther Opportunity: None, T20241021.0008 - 2 maal nieuwe vaste toestellen. Total Revenue=670 Changed Probability from 1% to 0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Changed Projected Close Date from 20-12-2024 to 31-12-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Lost
2024-12-10 Opportunity Update Erik Gunther Opportunity: None, T20241021.0008 - 2 maal nieuwe vaste toestellen. Total Revenue=670 Probability=1% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 08-12-2024 to 20-12-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-11-08 Opportunity Update Erik Gunther Opportunity: None, T20241021.0008 - 2 maal nieuwe vaste toestellen. Total Revenue=670 Probability=1% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 04-11-2024 to 08-12-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-10-28 Opportunity Update Erik Gunther Opportunity: None, T20241021.0008 - 2 maal nieuwe vaste toestellen. Total Revenue=670 Probability=1% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 28-10-2024 to 04-11-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-10-24 Opportunity Update Erik Gunther Opportunity: None, T20241021.0008 - 2 maal nieuwe vaste toestellen. Total Revenue=670 Probability=1% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=28-10-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-10-24 Opportunity Update Erik Gunther Opportunity: None, T20241021.0008 - 2 maal nieuwe vaste toestellen. Total Revenue=0 Probability=1% Sales Stage=Stage 1 First Contact Projected Close Date=28-10-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-10-23 0 Quick Note Erik Gunther Klant heeft nu J139 toestellen met dagdeel installatie en 1x voorrijden
2024-10-21 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
2024-10-21 Opportunity Update André Kik New Opportunity: None, T20241021.0008 - 3 maal nieuwe vaste toestellen. Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=28-10-2024 Opportunity Owner=Kik, André Status=Active
Volledige record uit Autotask 
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  "amount": 670.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 440,
  "contactID": 30683938,
  "cost": 85.0,
  "createDate": "2024-10-21T12:01:10.887Z",
  "creatorResourceID": 29682888,
  "description": "Klant reageert niet op de reminders.\nGraag 2 maal nieuwe vaste toestellen aanbieden inclusief aansluiten en programmeren.",
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  "projectedCloseDate": "2024-12-31T00:00:00.000Z",
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  "title": "T20241021.0008 - 2 maal nieuwe vaste toestellen.",
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