Autotask Toolkit

v 2.13.2 PROD

Beheer training Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Kunst Centraal (3981PA48)
Aangemaakt
2025-08-21
Gesloten
Lost-datum
2025-10-15

Beschrijving

Op dit moment geen interesse Beheer training

Primary quote

Naam
#1886 — Beheer training
Effectief vanaf
2025-09-04
Vervaldatum
2025-10-05

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer
Engineer rol voor werkzaamheden op een incident ticket
Labor 4
2 Voorrijdkosten Cost 1

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2025-10-15 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 Initiated by Erik Gunther
2025-10-15 Opportunity Update Erik Gunther Opportunity: None, Beheer training Total Revenue=595 Changed Probability from 25% to 0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=25-09-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Lost
2025-09-12 Opportunity Update Erik Gunther Opportunity: None, Beheer training Total Revenue=595 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 12-09-2025 to 25-09-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-09-05 Opportunity Update Erik Gunther Opportunity: None, Beheer training Total Revenue=595 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 05-09-2025 to 12-09-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-09-05 Opportunity Update Erik Gunther Opportunity: None, Beheer training Total Revenue=595 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=05-09-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-08-21 Opportunity Update Erik Gunther New Opportunity: None, Beheer training Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=05-09-2025 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
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  "assessmentScore": null,
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