Autotask Toolkit

v 2.13.2 PROD

Nieuwe service overeenkomst voor 1 of 3 jaar Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Trafigura (1082MA102)
Aangemaakt
2020-11-02
Gesloten
Lost-datum
2021-03-01

Beschrijving

Hi Jessica, Frank, I’m so sorry to say that the lead partner in the UK has lost the Trafigura account ? I am devasted as we have held this account since 2013 and we couldn’t have done it without you. Thank you for everything! Emma

Primary quote

Naam
#560 — Nieuwe service overeenkomst voor 1 of 3 jaar
Effectief vanaf
2020-11-01
Vervaldatum
2020-12-02

Overig periodiek (1)

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

Notes (3)

Datum Action type Assigned to Onderwerp / inhoud
2021-03-01 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
2021-03-01 Opportunity Update Frank Lunstroo Opportunity: None, Nieuwe service overeenkomst voor 1 of 3 jaarTotal Revenue=83 Probability=10% Changed Status from Stage 2 Qualification to Stage 5 Closed - LOST Changed Projected Close Date from 19-02-2021 to 01-03-2021 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Lost
2020-11-02 Opportunity Update Frank Lunstroo New Opportunity: None, Nieuwe service overeenkomst voor 1 of 3 jaarTotal Revenue=0 Probability=10% Sales Stage=Stage 2 Qualification Projected Close Date=19-02-2021 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 83.33,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 376,
  "contactID": 30685074,
  "cost": 0.0,
  "createDate": "2020-11-02T11:42:22.833Z",
  "creatorResourceID": 29682902,
  "description": "Hi Jessica, Frank,\r\nI’m so sorry to say that the lead partner in the UK has lost the Trafigura account ?\r\nI am devasted as we have held this account since 2013 and we couldn’t have done it without you.\r\nThank you for everything!\r\nEmma",
  "helpNeeded": "",
  "id": 597,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-03-01T17:23:05.070Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2021-03-01T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 0.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 10,
  "productID": 2,
  "projectedCloseDate": "2021-03-01T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682775,
  "startDate": "2020-11-02T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Nieuwe service overeenkomst voor 1 of 3 jaar",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 1000.0
}