Autotask Toolkit

v 2.13.2 PROD

Upgrade IP Office + Office worker licentie Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
Kunst Centraal (3981PA48)
Aangemaakt
2020-10-12
Gesloten
–
Lost-datum
2021-06-01

Beschrijving

Opportunity lost Opportunity is lost, klant krijgt onvoldoende subsidie vanuit de gemeente om dit jaar de upgrade uit te voeren. Ook voor een serviceovereenkomst krijgen zij de handen niet op elkaar. Afhankelijk van de subsidies van volgend jaar, pakken we dit tegen die tijd weer op. Klant wilt de mogelijkheid om receptioniste van uit huis te kunnen laten functioneren. Hiervoor moet er een upgrade worden uitgevoerd en een office worker licentie worden aangeschaft.

Primary quote

Naam
#536 — Upgrade IP Office + Office worker licentie
Effectief vanaf
2020-10-11
Vervaldatum
2020-10-31

Eenmalige items (3)

# 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
3 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 1

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2021-06-01 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
2021-06-01 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade IP Office + Office worker licentieTotal Revenue=2435 Probability=50% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=27-05-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Lost
2021-03-23 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade IP Office + Office worker licentieTotal Revenue=2435 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 17-03-2021 to 27-05-2021 Opportunity Owner=Boer, Thijs de Status=Active
2020-12-30 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade IP Office + Office worker licentieTotal Revenue=2435 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 23-12-2020 to 17-03-2021 Opportunity Owner=Boer, Thijs de Status=Active
2020-11-06 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade IP Office + Office worker licentieTotal Revenue=2435 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 31-10-2020 to 23-12-2020 Opportunity Owner=Boer, Thijs de Status=Active
2020-10-12 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade IP Office + Office worker licentieTotal Revenue=2435 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=31-10-2020 Opportunity Owner=Boer, Thijs de Status=Active
2020-10-12 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Upgrade IP Office + Office worker licentieTotal Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=31-10-2020 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 2435.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 881,
  "contactID": 30684942,
  "cost": 0.0,
  "createDate": "2020-10-12T10:40:21.787Z",
  "creatorResourceID": 29682909,
  "description": "Opportunity lost\nOpportunity is lost, klant krijgt onvoldoende subsidie vanuit de gemeente om dit jaar de upgrade uit te voeren.\nOok voor een serviceovereenkomst krijgen zij de handen niet op elkaar.\nAfhankelijk van de subsidies van volgend jaar, pakken we dit tegen die tijd weer op.\n\n\nKlant wilt de mogelijkheid om receptioniste van uit huis te kunnen laten functioneren. \n\nHiervoor moet er een upgrade worden uitgevoerd en een office worker licentie worden aangeschaft.",
  "helpNeeded": "",
  "id": 570,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-06-01T07:34:25.237Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2021-06-01T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 2435.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 50,
  "productID": 2,
  "projectedCloseDate": "2021-05-27T00:00:00.000Z",
  "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": "2020-10-12T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Upgrade IP Office + Office worker licentie",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}