Autotask Toolkit

v 2.13.2 PROD

Kostenindicatie: T20250401.0011 Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Stek advocaten (1017PS29)
Aangemaakt
2025-05-09
Gesloten
Lost-datum
2025-05-16

Beschrijving

Klant heeft niet gereageerd, werkzaamheden Odido zijn inmiddels uitgevoerd. Aantal uren: 2 Aantal keer voorrijden: 1 Op basis van nacalculatie

Primary quote

Naam
#1837 — Kostenindicatie: T20250401.0011
Effectief vanaf
2025-05-08
Vervaldatum
2025-06-09

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer [request]
Engineer rol voor werkzaamheden op een request ticket
Labor 2
2 Voorrijdkosten (support) Cost 1

Notes (5)

Datum Action type Assigned to Onderwerp / inhoud
2025-05-16 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
2025-05-16 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: T20250401.0011 Total Revenue=365 Changed Probability from 25% to 0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=16-05-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Lost
2025-05-09 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: T20250401.0011 Total Revenue=365 Probability=25% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=16-05-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-05-09 Opportunity Update Erik Gunther Opportunity: None, Kostenindicatie: T20250401.0011 Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=16-05-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-05-09 Opportunity Update Erik Gunther New Opportunity: None, Kostenindicatie: Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=16-05-2025 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 365.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 407,
  "contactID": 30685335,
  "cost": 0.0,
  "createDate": "2025-05-09T07:41:22.703Z",
  "creatorResourceID": 29682927,
  "description": "Klant heeft niet gereageerd, werkzaamheden Odido zijn inmiddels uitgevoerd. \n\n\nAantal uren: 2\n\nAantal keer voorrijden: 1\n\nOp basis van nacalculatie",
  "helpNeeded": "",
  "id": 2142,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-05-16T09:20:59.890Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2025-05-16T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 365.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2025-05-16T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682775,
  "startDate": "2025-05-09T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Kostenindicatie: T20250401.0011",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}