Autotask Toolkit

v 2.13.2 PROD

Installeren Avaya DECT basisstations Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Chefs Culinar Nederland C.V. (6546AS1126)
Aangemaakt
2020-10-26
Gesloten
Lost-datum
2021-11-08

Beschrijving

Er is definitief besloten om het installeren/ophangen van de DECT basisstations door de huisinstallateur uit te laten voeren. Dit was vanaf dag 1 al de bedoeling, maar er waren strubbelingen waardoor wij ook een advies hebben uitgebracht om het te verzorgen.

Primary quote

Naam
#547 — Installeren Avaya DECT basisstations
Effectief vanaf
2020-10-25
Vervaldatum
2020-11-26

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Professional Services
47x uurtarief installatie engineer 67,00 3x voorrijden a 125 2x uurtarief project manager a 117
Product 1
2 Telefonie
Kleinmateriaal a 200
Product 1

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2021-11-08 General Frank Lunstroo 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 Frank Lunstroo
2021-11-08 Opportunity Update Frank Lunstroo Opportunity: None, Installeren Avaya DECT basisstations Total Revenue=3958 Probability=10% Changed Status from Stage 2 Qualification to Stage 5 Closed - LOST Changed Projected Close Date from 30-09-2021 to 08-11-2021 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Lost
2021-06-04 Opportunity Update Frank Lunstroo Opportunity: None, Installeren Avaya DECT basisstationsTotal Revenue=3958 Probability=10% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 19-04-2021 to 30-09-2021 Opportunity Owner=Lunstroo, Frank Status=Active
2021-02-26 Opportunity Update Frank Lunstroo Opportunity: None, Installeren Avaya DECT basisstationsTotal Revenue=3958 Probability=10% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 22-01-2021 to 19-04-2021 Opportunity Owner=Lunstroo, Frank Status=Active
2020-12-16 1 KPI Telefonisch contact Frank Lunstroo 16-12-2020 - email update ontvangen: HI Frank, no, sorry and I think I can´t give you an update this year. My boss will make an appointment with Mr. Knopf on that. As soon as I have any new information I´ll let you know, but I guess thal´ll be next year. Greetings Michael
2021-01-12 Opportunity Update Frank Lunstroo Opportunity: None, Installeren Avaya DECT basisstationsTotal Revenue=3958 Probability=10% Sales Stage=Stage 2 Qualification Projected Close Date=22-01-2021 Opportunity Owner=Lunstroo, Frank Status=Active
2020-12-16 Opportunity Update Frank Lunstroo Opportunity: None, Installeren Avaya DECT basisstationsTotal Revenue=3958 Probability=10% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 10-12-2020 to 22-01-2021 Opportunity Owner=Lunstroo, Frank Status=Active
2020-12-01 Opportunity Update Frank Lunstroo Opportunity: None, Installeren Avaya DECT basisstationsTotal Revenue=3958 Probability=10% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 13-11-2020 to 10-12-2020 Opportunity Owner=Lunstroo, Frank Status=Active
2020-10-27 0 Quick Note Frank Lunstroo Vandaag per email de prijsstelling doorgegeven aan Michael Laporte met vraag of dit akkoord is, zodat wij een formele quote kunnen maken.
2020-10-26 Opportunity Update Frank Lunstroo New Opportunity: None, Installeren Avaya DECT basisstationsTotal Revenue=0 Probability=10% Sales Stage=Stage 2 Qualification Projected Close Date=13-11-2020 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 3958.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 910,
  "contactID": 30685051,
  "cost": 0.0,
  "createDate": "2020-10-26T09:27:08.473Z",
  "creatorResourceID": 29682902,
  "description": "Er is definitief besloten om het installeren/ophangen van de DECT basisstations door de huisinstallateur uit te laten voeren.\nDit was vanaf dag 1 al de bedoeling, maar er waren strubbelingen waardoor wij ook een advies hebben uitgebracht om het te verzorgen.",
  "helpNeeded": "",
  "id": 585,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-11-08T10:28:20.170Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2021-11-08T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 3958.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 10,
  "productID": 2,
  "projectedCloseDate": "2021-11-08T00:00:00.000Z",
  "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": "2020-10-26T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Installeren Avaya DECT basisstations",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}