Autotask Toolkit

v 2.13.2 PROD

AVDH-MEIJB-RAP-002 Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Meijburg & Co BV (1186DS9)
Aangemaakt
2018-12-13
Gesloten
Lost-datum
2023-04-07

Beschrijving

niet meer actueel

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2019-07-15 2 KPI Klantgesprek Redacted Resource (redacted) Plannen van een meeting met Meijburg en Pridis
2023-04-07 General Redacted Resource (redacted) 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 "Standaard (aanpassing 1 AV)orStandaard (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
2023-04-07 Opportunity Update Erik Gunther Opportunity: None, AVDH-MEIJB-RAP-002 Total Revenue=1800 Changed Probability from 25% to 0% Changed Status from Stage 2 Qualification to Stage 5 Closed - LOST Projected Close Date=06-01-2020 Opportunity Owner=Hout, Antoine van den Changed Status from Active to Lost
2020-01-06 Opportunity Update Redacted Resource (redacted) Opportunity: None, AVDH-MEIJB-RAP-002Total Revenue=1800 Probability=25% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 30-09-2019 to 06-01-2020 Opportunity Owner=Hout, Antoine van den Status=Active
2019-07-16 Opportunity Update Redacted Resource (redacted) Opportunity: None, AVDH-MEIJB-RAP-002Total Revenue=1800 Probability=25% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 31-03-2019 to 30-09-2019 Opportunity Owner=Hout, Antoine van den Status=Active
2019-07-16 0 Quick Note Redacted Resource (redacted) Is blijven liggen bij de klant. Wordt nu weer opgepakt.
2018-12-13 Opportunity Update Redacted Resource (redacted) New Opportunity: , AVDH-MEIJB-RAP-002 Total Revenue=1800.00 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=31-03-2019 Opportunity Owner=Hout, Antoine van den Status=Active Follow-up To-Do Created Start Time: 15-07-2019 00:00
2019-07-15 0 Quick Note Redacted Resource (redacted) Ook dit traject gaat weer lopen. Han dacht dat dit niet meer nodig was. Nu contact opnemen met Pridis om een afspraak bij Meijburg te maken voor een demo.
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1800.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 353,
  "contactID": 30683595,
  "cost": 0.0,
  "createDate": "2018-12-13T19:27:52.000Z",
  "creatorResourceID": 29682899,
  "description": "niet meer actueel",
  "helpNeeded": "",
  "id": 25,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-04-14T11:11:07.710Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2023-04-07T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 50.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 0.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682899,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2020-01-06T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": 2,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682775,
  "startDate": "2018-12-13T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "AVDH-MEIJB-RAP-002",
  "totalAmountMonths": 36,
  "useQuoteTotals": false,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}