Autotask Toolkit

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T20250306.0004 - Deur Intercom werkt niet. Lost

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Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Twins Investments B.V. (2691GH146)
Aangemaakt
2025-03-11
Gesloten
Lost-datum
2025-04-11

Beschrijving

We gaan geen intercom leveren, zodoende sluit ik de opp. Deurintercom werkt niet meer. Klant wil een offerte hebben voor nieuwe.

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2025-04-11 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
2025-04-11 Opportunity Update Erik Gunther Opportunity: None, T20250306.0004 - Deur Intercom werkt niet. Total Revenue=0 Changed Probability from 1% to 0% Changed Status from Stage 1 First Contact to Stage 5 Closed - LOST Projected Close Date=01-05-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Lost
2025-04-01 Opportunity Update Erik Gunther Opportunity: None, T20250306.0004 - Deur Intercom werkt niet. Total Revenue=0 Probability=1% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 31-03-2025 to 01-05-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-03-24 Opportunity Update Erik Gunther Opportunity: None, T20250306.0004 - Deur Intercom werkt niet. Total Revenue=0 Probability=1% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 18-03-2025 to 31-03-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-03-11 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
2025-03-11 Opportunity Update André Kik New Opportunity: None, T20250306.0004 - Deur Intercom werkt niet. Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=18-03-2025 Opportunity Owner=Kik, André Status=Active
Volledige record uit Autotask
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  "advancedField5": 0.0,
  "amount": 0.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 440,
  "contactID": 30683938,
  "cost": 0.0,
  "createDate": "2025-03-11T14:47:59.780Z",
  "creatorResourceID": 29682888,
  "description": "We gaan geen intercom leveren, zodoende sluit ik de opp.\n\nDeurintercom werkt niet meer. Klant wil een offerte hebben voor nieuwe.",
  "helpNeeded": "",
  "id": 2075,
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  "lastActivity": "2025-04-11T12:44:01.133Z",
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  "lossReason": null,
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  "lostDate": "2025-04-11T00:00:00.000Z",
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  "opportunityCategoryID": 105,
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  "ownerResourceID": 29682927,
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  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2025-05-01T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "stage": 29682775,
  "startDate": "2025-03-11T00:00:00.000Z",
  "status": 2,
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  "title": "T20250306.0004 - Deur Intercom werkt niet.",
  "totalAmountMonths": 1,
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