Autotask Toolkit
v 2.13.2 PRODEmotron - Testperiode Elevate 1 week Closed
- Status
- Closed
- Stage
- Stage 5 Closed - LOST
- Win reason
- –
- Klant
- CG Drives & Automation Netherlands B.V. (5541SK15)
- Aangemaakt
- 2025-01-31
- Gesloten
- 2025-02-28
Beschrijving
Opportunity gesloten: Emotron heeft 1 week gratis getest en er zijn geen kosten gemaakt. Het Elevate voorstel is opp. 1236. Emotron gaat verhuizen en willen de Avaya vervangen voor Elevate, zie opportunity 1236.Vooraf aan de verhuizing willen ze met 5 gebruikers Elevate gaan testen, indien mogelijk willen ze gelijk de piketdienst testen voor hun BHV. Voor de test graag opnemen: Ruud Verheijen <ruud.verheijen@cgglobal.com>; Yannick Melieste <yannick.melieste@cgglobal.com>; Melvin Evers <melvin.evers@cgglobal.com>; Joost Claassens <joost.claassens@cgglobal.com>; Danny Looijmans <danny.looijmans@cgglobal.com> In de test ook meteen die module voor storingsdienst meenemen. Joost Claassens President Sales & Services Benelux and France
Notes (5)
| Datum | Action type | Assigned to | Onderwerp / inhoud |
|---|---|---|---|
| 2025-02-28 | General | Jeroen Waldram |
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 Jeroen Waldram |
| 2025-02-28 | Opportunity Update | Jeroen Waldram | Opportunity: None, Emotron - Testperiode Elevate 1 week Total Revenue=0 Changed Probability from 50% to 0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=28-02-2025 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed |
| 2025-02-28 | Opportunity Update | Jeroen Waldram | Opportunity: None, Emotron - Testperiode Elevate 1 week Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=28-02-2025 Opportunity Owner=Waldram, Jeroen Status=Active |
| 2025-02-05 | Opportunity Update | Jeroen Waldram | Opportunity: None, Emotron - Testperiode Elevate 1 week Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=28-02-2025 Opportunity Owner=Waldram, Jeroen Status=Active |
| 2025-01-31 | Opportunity Update | Jeroen Waldram | New Opportunity: None, Emotron - Testperiode Elevate 1 week Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=28-02-2025 Opportunity Owner=Waldram, Jeroen Status=Active |
Volledige record uit Autotask
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"description": "Opportunity gesloten: Emotron heeft 1 week gratis getest en er zijn geen kosten gemaakt. Het Elevate voorstel is opp. 1236.\n\n\nEmotron gaat verhuizen en willen de Avaya vervangen voor Elevate, zie opportunity 1236.Vooraf aan de verhuizing willen ze met 5 gebruikers Elevate gaan testen, indien mogelijk willen ze gelijk de piketdienst testen voor hun BHV.\n\n\nVoor de test graag opnemen:\nRuud Verheijen <ruud.verheijen@cgglobal.com>;\nYannick Melieste <yannick.melieste@cgglobal.com>;\nMelvin Evers <melvin.evers@cgglobal.com>;\nJoost Claassens <joost.claassens@cgglobal.com>;\nDanny Looijmans <danny.looijmans@cgglobal.com>\n\nIn de test ook meteen die module voor storingsdienst meenemen.\n\nJoost Claassens\nPresident Sales & Services Benelux and France",
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