Autotask Toolkit

v 2.21.0 PROD

Mogelijkheden monitoren belgroepen Lost

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Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
DPS - Dutch Protein & Services b.v. (4004JT3)
Aangemaakt
2025-02-12
Gesloten
–
Lost-datum
2026-08-06

Beschrijving

Informatie en kosten indicatie gedeeld met Robert, er is geen behoefte meer om dit in te zetten. Was meer een nice to have van een collega. ================================================================ Wat is er in het telefoon systeem mogelijk om een bepaalde groep te monitoren. In eerste instantie om te zien wie er in de groep aangemeld staat. En wat zijn eventuele andere monitoring opties.

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2026-08-06 General Frank Lunstroo Workflow Rule "[TSV-Opp geen quote] Opportunity zonder quote op Proposal Sent gezet" fired.
When an opportunity is: Edited And the following conditions are met: Stage in list "Stage 3 Proposal Sent or Stage 4 Contract Sent or Stage 5 Closed - WON or Stage 5 Closed - LOST or Stage 6 - Handover" Total Revenue equal to "0" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Stage 3 of hoger zonder revenue (geen quote)) to flunstroo@tsv-groep.nl; Opportunity Owner (flunstroo@tsv-groep.nl) Initiated by Frank Lunstroo
2026-08-06 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 Initiated by Frank Lunstroo
2026-08-06 Opportunity Update Frank Lunstroo Opportunity: None, Mogelijkheden monitoren belgroepen Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - LOST Projected Close Date=25-06-2026 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Lost
2026-06-19 Opportunity Update Frank Lunstroo Opportunity: None, Mogelijkheden monitoren belgroepen Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 12-03-2026 to 25-06-2026 Opportunity Owner=Lunstroo, Frank Status=Active
2025-12-04 Opportunity Update Frank Lunstroo Opportunity: None, Mogelijkheden monitoren belgroepen Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 06-11-2025 to 12-03-2026 Opportunity Owner=Lunstroo, Frank Status=Active
2025-10-23 Opportunity Update Frank Lunstroo Opportunity: None, Mogelijkheden monitoren belgroepen Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 23-10-2025 to 06-11-2025 Opportunity Owner=Lunstroo, Frank Status=Active
2025-09-11 Opportunity Update Frank Lunstroo Opportunity: None, Mogelijkheden monitoren belgroepen Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 29-05-2025 to 23-10-2025 Opportunity Owner=Lunstroo, Frank Status=Active
2025-05-02 Opportunity Update Frank Lunstroo Opportunity: None, Mogelijkheden monitoren belgroepen Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 01-05-2025 to 29-05-2025 Opportunity Owner=Lunstroo, Frank Status=Active
2025-04-07 Opportunity Update Frank Lunstroo Opportunity: None, Mogelijkheden monitoren belgroepen Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 13-03-2025 to 01-05-2025 Opportunity Owner=Lunstroo, Frank Status=Active
2025-02-27 Opportunity Update Frank Lunstroo Opportunity: None, Mogelijkheden monitoren belgroepen Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 26-02-2025 to 13-03-2025 Opportunity Owner=Lunstroo, Frank Status=Active
2025-02-12 Opportunity Update Erik Gunther New Opportunity: None, Mogelijkheden monitoren belgroepen Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=26-02-2025 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask
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  "description": "Informatie en kosten indicatie gedeeld met Robert, er is geen behoefte meer om dit in te zetten. Was meer een nice to have van een collega.\n\n================================================================\n\nWat is er in het telefoon systeem mogelijk om een bepaalde groep te monitoren.\nIn eerste instantie om te zien wie er in de groep aangemeld staat.\nEn wat zijn eventuele andere monitoring opties.",
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  "title": "Mogelijkheden monitoren belgroepen",
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