Autotask Toolkit

v 2.13.2 PROD

Kostenindicatie: Rapportage uitdraaien zover beschikbaar. Lost

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Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Gemeente Gemert-Bakel (5421CV1)
Aangemaakt
2025-02-14
Gesloten
Lost-datum
2025-03-04

Beschrijving

Fuad gaf aan dat dit gesloten mag worden. Aantal uren: 1 Aantal keer voorrijden: 0 Op basis van nacalculatie

Primary quote

Naam
#1775 — Kostenindicatie: Rapportage uitdraaien zover beschikbaar.
Effectief vanaf
2025-02-16
Vervaldatum
2025-03-17

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 1

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2025-03-04 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
2025-03-04 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: Rapportage uitdraaien zover beschikbaar. Total Revenue=115 Changed Probability from 10% to 0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Changed Projected Close Date from 07-03-2025 to 04-03-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Lost
2025-02-28 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: Rapportage uitdraaien zover beschikbaar. Total Revenue=115 Probability=10% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 25-02-2025 to 07-03-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-02-18 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: Rapportage uitdraaien zover beschikbaar. Total Revenue=115 Probability=10% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 21-02-2025 to 25-02-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-02-17 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: Rapportage uitdraaien zover beschikbaar. Total Revenue=115 Changed Probability from 1% to 10% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=21-02-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-02-14 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
2025-02-14 Opportunity Update Gerko Oskam New Opportunity: None, Kostenindicatie: Rapportage uitdraaien zover beschikbaar. Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=21-02-2025 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": 115.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 279,
  "contactID": 30685903,
  "cost": 0.0,
  "createDate": "2025-02-14T13:11:17.283Z",
  "creatorResourceID": 29682891,
  "description": "Fuad gaf aan dat dit gesloten mag worden.\n\n\nAantal uren: 1\n\nAantal keer voorrijden: 0\n\nOp basis van nacalculatie",
  "helpNeeded": "",
  "id": 2054,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-03-04T13:28:41.457Z",
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  "lostDate": "2025-03-04T00:00:00.000Z",
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  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 115.0,
  "opportunityCategoryID": 105,
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  "productID": 2,
  "projectedCloseDate": "2025-03-04T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "semiannualCost": 0.0,
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  "stage": 29682775,
  "startDate": "2025-02-14T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Kostenindicatie: Rapportage uitdraaien zover beschikbaar.",
  "totalAmountMonths": 1,
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  "winReason": null,
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}