Autotask Toolkit

v 2.13.2 PROD

Nieuwe installatie cloud (TEST) Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 5 Closed - LOST
Win reason
Enkele functies die doorslag gevend waren
Detail
De beste oplossing!
Klant
Flight 815 B.V. (1068VM197)
Aangemaakt
2020-04-29
Gesloten
2020-04-29

Beschrijving

Er moet een nieuwe cloud instance worden aangemaakt voor deze klant

Primary quote

Naam
#377 — Nieuwe installatie cloud (TEST)
Effectief vanaf
2020-04-28
Vervaldatum
2020-05-29

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Avaya IPOffice Software
Avaya IPOffice software ongeacht de release
Product 1

Notes (4)

Datum Action type Assigned to Onderwerp / inhoud
2020-05-14 General David Hammel Workflow Rule "[TSV-Opp LOST] Opportunity closed & LOST - notify salesmanager" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category equal to "Standard" 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; dhammel@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by David Hammel
2020-05-14 Opportunity Update David Hammel Opportunity: Telefonie, Nieuwe installatie cloud (TEST)Total Revenue=1200 Probability=0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=30-04-2020 Opportunity Owner=Hammel, David Status=Closed
2020-04-29 Opportunity Update David Hammel Closed Date: 29-04-2020 Notified: dhammel@mijntps.nl Subject: Closed Opportunity for Flight 815 B.V. (1068VM197) Body:
2020-04-29 Opportunity Update David Hammel New Opportunity: None, Nieuwe installatie cloud (TEST)Total Revenue=0 Probability=0% Sales Stage=Stage 3 Proposal Sent Projected Close Date=30-04-2020 Opportunity Owner=Hammel, David Status=Active
Volledige record uit Autotask
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  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1200.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2020-04-29T00:00:00.000Z",
  "companyID": 267,
  "contactID": 30685031,
  "cost": 800.0,
  "createDate": "2020-04-29T11:49:49.760Z",
  "creatorResourceID": 29682885,
  "description": "Er moet een nieuwe cloud instance worden aangemaakt voor deze klant",
  "helpNeeded": "",
  "id": 397,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2020-05-14T08:43:20.553Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 800.0,
  "onetimeRevenue": 1200.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682885,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 29683034,
  "projectedCloseDate": "2020-04-30T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": 16,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682775,
  "startDate": "2020-04-29T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Nieuwe installatie cloud (TEST)",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": 3,
  "winReasonDetail": "De beste oplossing!",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}