Autotask Toolkit

v 2.13.2 PROD

Nieuwe gebruiker aanmaken. Lost

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Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Beam Systems BV (1032KJ40-A)
Aangemaakt
2024-12-05
Gesloten
Lost-datum
2025-01-06

Beschrijving

Opportunity gesloten. Werkzaamheden worden van strippenkaart afgeschreven Dit is een LOSSE OPDRACHT opportunity (dus geen project) Remote een nieuwe gebruiker aanmaken. half uur werk. Er zijn voldoende toestellen en licenties aanwezig.

Notes (5)

Datum Action type Assigned to Onderwerp / inhoud
2025-01-06 Opportunity Update Jeroen Waldram Opportunity: None, Nieuwe gebruiker aanmaken. Total Revenue=0 Probability=1% Sales Stage=Stage 5 Closed - LOST Projected Close Date=10-12-2024 Opportunity Owner=Waldram, Jeroen Changed Status from Closed to Lost
2024-12-10 Opportunity Update Jeroen Waldram Opportunity: None, Nieuwe gebruiker aanmaken. Total Revenue=0 Probability=1% Changed Status from Stage 1 First Contact to Stage 5 Closed - LOST Changed Projected Close Date from 04-01-2025 to 10-12-2024 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2024-12-09 General Jeroen Waldram A new lead has been assigned from Erik Gunther to Jeroen Waldram Client: Beam Systems BV (1032KJ40-A) Product: None Description: Nieuwe gebruiker aanmaken. Instructions: Additional Comments: Re-assigned from: Erik Gunther Re-assigned to: Jeroen Waldram
2024-12-05 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 Gerko Oskam
2024-12-05 Opportunity Update Gerko Oskam New Opportunity: None, Nieuwe gebruiker aanmaken. Total Revenue=0 Probability=0% Sales Stage=Stage 1 First Contact Projected Close Date=04-01-2025 Opportunity Owner=Oskam, Gerko 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": 206,
  "contactID": 30685783,
  "cost": 0.0,
  "createDate": "2024-12-05T13:02:47.093Z",
  "creatorResourceID": 29682891,
  "description": "Opportunity gesloten. Werkzaamheden worden van strippenkaart afgeschreven\n\nDit is een LOSSE OPDRACHT opportunity (dus geen project)\nRemote een nieuwe gebruiker aanmaken.\nhalf uur werk.\nEr zijn voldoende toestellen en licenties aanwezig.",
  "helpNeeded": "",
  "id": 1983,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-01-06T09:54:25.273Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2025-01-06T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 0.0,
  "opportunityCategoryID": 102,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 1,
  "productID": 2,
  "projectedCloseDate": "2024-12-10T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
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  "semiannualCost": 0.0,
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  "stage": 29682775,
  "startDate": "2024-12-05T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Nieuwe gebruiker aanmaken.",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
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}