Autotask Toolkit

v 2.23.0 PROD

Vervanging 3CX telefooncentrale Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
Tijssens Electrotechniek B.V. (5591RA25)
Aangemaakt
2020-11-19
Gesloten
–
Lost-datum
2021-06-08

Beschrijving

Kun jij helpen met een nieuwe pabx, beetje klaar met doe 3cx rommel

Primary quote

Naam
#576 — Vervanging 3CX telefooncentrale
Effectief vanaf
2020-11-18
Vervaldatum
2021-01-18

Is niet tevreden over zijn huidige oplossing van 3CX

Maandelijkse items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 60 € 866,45 € 51.987,00
2 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 60 € 114,00 € 6.840,00
Subtotaal € 58.827,00

Eenmalige items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Professional Services
Deze klant neemt 'PS diensten' af van TSV. 		Product 1 € 3.499,00 € 3.499,00
2 Vastnet
Deze klant neemt 'Vastnet diensten of producten' af van TSV. 		Product 1 € 0,00 € 0,00
Subtotaal € 3.499,00
Totaal offerte (excl. BTW) € 62.326,00
  • 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 (7)

Datum Action type Assigned to Onderwerp / inhoud
2021-01-08 1 KPI Telefonisch contact Alex Veldkamp Na bellen voorstel lost
2021-06-08 General Alex Veldkamp 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 Alex Veldkamp
2021-06-08 Opportunity Update Alex Veldkamp Opportunity: None, Vervanging 3CX telefooncentraleTotal Revenue=62326 Probability=100% Changed Status from Stage 4 Contract Sent to Stage 5 Closed - LOST Changed Projected Close Date from 09-03-2021 to 26-05-2021 Opportunity Owner=Veldkamp, Alex Changed Status from Active to Lost
2021-02-26 Opportunity Update Alex Veldkamp Opportunity: None, Vervanging 3CX telefooncentraleTotal Revenue=62326 Changed Probability from 50% to 100% Sales Stage=Stage 4 Contract Sent Projected Close Date=09-03-2021 Opportunity Owner=Veldkamp, Alex Status=Active
2021-02-26 Opportunity Update Alex Veldkamp Opportunity: None, Vervanging 3CX telefooncentraleTotal Revenue=62326 Probability=50% Changed Status from Stage 3 Proposal Sent to Stage 4 Contract Sent Changed Projected Close Date from 23-02-2021 to 09-03-2021 Opportunity Owner=Veldkamp, Alex Status=Active
2021-01-08 Opportunity Update Alex Veldkamp Opportunity: None, Vervanging 3CX telefooncentraleTotal Revenue=55578 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Changed Projected Close Date from 18-01-2021 to 23-02-2021 Opportunity Owner=Veldkamp, Alex Status=Active
2020-11-19 Opportunity Update Alex Veldkamp New Opportunity: None, Vervanging 3CX telefooncentraleTotal Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=18-01-2021 Opportunity Owner=Veldkamp, Alex Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 62326.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 874,
  "contactID": null,
  "cost": 0.0,
  "createDate": "2020-11-19T10:09:59.283Z",
  "creatorResourceID": 29682901,
  "description": "Kun jij helpen met een nieuwe pabx, beetje klaar met doe 3cx rommel",
  "helpNeeded": "",
  "id": 621,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-08-05T14:23:17.000Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2021-06-08T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 58827.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 3499.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682901,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2021-05-26T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": 1,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682775,
  "startDate": "2020-11-19T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Vervanging 3CX telefooncentrale",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}