Autotask Toolkit

v 2.21.0 PROD

Avaya 3759 Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
IP Duursma (6003DB14)
Aangemaakt
2026-06-10
Gesloten
–
Lost-datum
2026-08-25

Beschrijving

De klant was alleen opzoek naar wat het zou kosten om te vervangen en gaat niet over op nieuwe toestellen. Dit is een LOSSE OPDRACHT opportunity (dus niet voor een project) Is het een bestaande klant? Zo ja in welke TSV Identiteit en vallen de producten en diensten onder deze identiteit of een andere Is de offerte een uitbreiding op een bestaande dienst? Indien ja, is de huidige prijs gecheckt bij Jessica?

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2026-08-25 General Erik Gunther 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 (egunther@tsv-groep.nl) Initiated by Erik Gunther
2026-08-25 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
2026-08-25 Opportunity Update Erik Gunther Opportunity: None, Avaya 3759 Total Revenue=0 Changed Probability from 25% to 0% Changed Status from Stage 1 First Contact to Stage 5 Closed - LOST Projected Close Date=10-08-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Lost
2026-08-03 Opportunity Update Erik Gunther Opportunity: None, Avaya 3759 Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 27-07-2026 to 10-08-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-07-20 Opportunity Update Erik Gunther Opportunity: None, Avaya 3759 Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 19-07-2026 to 27-07-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-06-19 Opportunity Update Erik Gunther Opportunity: None, Avaya 3759 Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 16-06-2026 to 19-07-2026 Opportunity Owner=Gunther, Erik Status=Active
2026-06-10 Opportunity Update Erik Gunther New Opportunity: None, Avaya 3759 Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=16-06-2026 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 0.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 1285,
  "contactID": 30686349,
  "cost": 0.0,
  "createDate": "2026-06-10T11:54:36.000Z",
  "creatorResourceID": 29682927,
  "description": "De klant was alleen opzoek naar wat het zou kosten om te vervangen en gaat niet over op nieuwe toestellen.\n\nDit is een LOSSE OPDRACHT opportunity (dus niet voor een project)\n\nIs het een bestaande klant?\nZo ja in welke TSV Identiteit en vallen de producten en diensten onder deze identiteit of een andere\nIs de offerte een uitbreiding op een bestaande dienst?\nIndien ja, is de huidige prijs gecheckt bij Jessica?",
  "helpNeeded": "",
  "id": 2423,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2026-08-25T06:46:58.667Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2026-08-25T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 0.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2026-08-10T00:00:00.000Z",
  "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": "2026-06-10T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Avaya 3759",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}