Autotask Toolkit

v 2.13.2 PROD

Upgrade IP Office Lost

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Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
HaVeP (5051HC)
Aangemaakt
2020-01-06
Gesloten
–
Lost-datum
2021-07-29

Beschrijving

Klant gesproken over deze opportunity welke speelde bij Jeffrey. Klant heeft aangegeven een keuze te hebben gemaakt voor een andere leverancier, dit is inmiddels ook al een jaar geleden. Reden voor die keuze was ook al bekend bij Jeffrey (zo geeft de klant aan tenminste). Opvolging vanuit Jeffrey liet te lang op zicht wachten, dus werd de keuze makkelijk. Dit is het verhaal vanuit de klant.

Primary quote

Naam
#251 — Upgrade IP Office
Effectief vanaf
2020-01-05
Vervaldatum
2020-02-06

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 1
2 Professional Services
Deze klant neemt 'PS diensten' af van TSV. 		Product 1

Overig periodiek (1)

# Artikel of dienst Item type Aantal
1 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 5

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2021-07-29 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) 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 Thijs de Boer
2021-07-29 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade IP Office Total Revenue=10741 Probability=25% Changed Status from Stage 2 Qualification to Stage 5 Closed - LOST Projected Close Date=06-08-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Lost
2021-06-07 Opportunity Update Frank Lunstroo Opportunity: None, Upgrade IP OfficeTotal Revenue=10741 Probability=25% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 06-01-2021 to 06-08-2021 Changed Opportunity Owner from Lunstroo, Frank to Boer, Thijs de Status=Active
2020-12-29 Opportunity Update Frank Lunstroo Opportunity: None, Upgrade IP OfficeTotal Revenue=10741 Probability=25% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 31-10-2020 to 06-01-2021 Opportunity Owner=Lunstroo, Frank Status=Active
2020-12-29 Opportunity Update Frank Lunstroo Opportunity: None, Upgrade IP OfficeTotal Revenue=10741 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=31-10-2020 Changed Opportunity Owner from Heijer, Jeffrey den to Lunstroo, Frank Status=Active
2020-05-01 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade IP OfficeTotal Revenue=10741 Probability=25% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 30-04-2020 to 31-10-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
2020-04-01 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade IP OfficeTotal Revenue=10741 Probability=25% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 31-03-2020 to 30-04-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
2020-03-02 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade IP OfficeTotal Revenue=10741 Probability=25% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 29-02-2020 to 31-03-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
2020-01-06 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Upgrade IP OfficeTotal Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=29-02-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
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