Autotask Toolkit

v 2.21.0 PROD

Upgrade incl. DECT en service Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
Disselhorst Metaal(8102PH26)
Aangemaakt
2020-06-22
Gesloten
–
Lost-datum
2020-09-11

Beschrijving

Hebben helaas toch voor de oplossing bij hun huidige leverancier gekozen.

Primary quote

Naam
#428 — Upgrade incl. DECT en service
Effectief vanaf
2020-06-21
Vervaldatum
2020-07-22

Maandelijkse items (1)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 60 € 255,00 € 15.300,00
Subtotaal € 15.300,00

Eenmalige items (3)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Professional Services
Deze klant neemt 'PS diensten' af van TSV. 		Product 1 € 4.234,00 € 4.234,00
2 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 1 € 17.808,34 € 17.808,34
3 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 1 € 5.350,00 € 5.350,00
Subtotaal € 27.392,34
Totaal offerte (excl. BTW) € 42.692,34
  • Autotask kent geen looptijd op een offerte. Of het maandelijkse subtotaal een bedrag per maand is of de waarde over de hele looptijd, hangt af van hoe Aantal is ingevuld — de toolkit kan dat niet afleiden.

Notes (5)

Datum Action type Assigned to Onderwerp / inhoud
2020-09-11 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 equal to "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 Jeffrey den Heijer
2020-09-11 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade incl. DECT en serviceTotal Revenue=42692 Probability=0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=30-09-2020 Opportunity Owner=Heijer, Jeffrey den Changed Status from Active to Lost
2020-09-07 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade incl. DECT en serviceTotal Revenue=42692 Probability=0% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 31-08-2020 to 30-09-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
2020-07-28 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade incl. DECT en serviceTotal Revenue=42692 Probability=0% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 31-07-2020 to 31-08-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
2020-06-22 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Upgrade incl. DECT en serviceTotal Revenue=0 Probability=0% Sales Stage=Stage 3 Proposal Sent Projected Close Date=31-07-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 42692.34,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 958,
  "contactID": null,
  "cost": 0.0,
  "createDate": "2020-06-22T07:25:03.527Z",
  "creatorResourceID": 29682904,
  "description": "Hebben helaas toch voor de oplossing bij hun huidige leverancier gekozen.",
  "helpNeeded": "",
  "id": 452,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2020-09-11T12:46:45.147Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2020-09-11T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 15300.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 27392.34,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682904,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2020-09-30T00:00:00.000Z",
  "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": "2020-06-22T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Upgrade incl. DECT en service",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}