Autotask Toolkit
v 2.21.0 PRODT20260820.0001 - Want to buy new Avaya MM717 Lost
- Status
- Lost
- Stage
- Stage 5 Closed - LOST
- Loss reason
- –
- Klant
- AJ Networx SAS (74370-1831)
- Aangemaakt
- 2026-08-20
- Gesloten
- –
- Lost-datum
- 2026-09-03
Beschrijving
Hardware is niet meer nodig, Van: Mike Neillans <mn@ajnetworx.com> Datum: 19-08-2026, 17:54 Onderwerp: Want to buy new Avaya MM717 What do you have in stock ? Mike Neillans | +44 (0) 7467 548 872
Notes (5)
| Datum | Action type | Assigned to | Onderwerp / inhoud |
|---|---|---|---|
| 2026-09-03 | 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 |
| 2026-09-03 | 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 |
| 2026-09-03 | Opportunity Update | Erik Gunther | Opportunity: None, T20260820.0001 - Want to buy new Avaya MM717 Total Revenue=0 Changed Probability from 1% to 0% Changed Status from Stage 1 First Contact to Stage 5 Closed - LOST Projected Close Date=27-08-2026 Opportunity Owner=Gunther, Erik Changed Status from Active to Lost |
| 2026-08-20 | 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 |
| 2026-08-20 | Opportunity Update | André Kik | New Opportunity: None, T20260820.0001 - Want to buy new Avaya MM717 Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=27-08-2026 Opportunity Owner=Kik, André Status=Active |
Volledige record uit Autotask
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