Autotask Toolkit

v 2.13.2 PROD

AvdH_Espria_Ontsluiten extra agents via SFDC Connector Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Espria (9411PA1)
Aangemaakt
2021-02-22
Gesloten
Lost-datum
2023-04-06

Beschrijving

Niet meer actueel __ In het tweede gedeelte van het jaar zullen naar alle waarschijnlijkheid de 40 concurrent agents van Zorgcentrale Noord (ZCN) worden ontsloten op de bestaande SDFC connector. Zodra er meer bekend is zal ik dit aanvullen.

Notes (5)

Datum Action type Assigned to Onderwerp / inhoud
2023-04-06 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)orStandaard (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 Erik Gunther
2023-04-06 Opportunity Update Erik Gunther Opportunity: None, AvdH_Espria_Ontsluiten extra agents via SFDC Connector Total Revenue=0 Probability=50% Changed Status from New Lead to Stage 5 Closed - LOST Projected Close Date=01-09-2021 Opportunity Owner=Hout, Antoine van den Changed Status from Active to Lost
2021-03-10 Opportunity Update Redacted Resource (redacted) Opportunity: None, AvdH_Espria_Ontsluiten extra agents via SFDC ConnectorTotal Revenue=0 Probability=50% Sales Stage=New Lead Projected Close Date=01-09-2021 Opportunity Owner=Hout, Antoine van den Status=Active
2021-02-22 Opportunity Update Redacted Resource (redacted) Opportunity: None, AvdH_Espria_Ontsluiten extra agents via SFDC ConnectorTotal Revenue=0 Changed Probability from 25% to 50% Changed Status from Stage 1 First Contact to New Lead Projected Close Date=01-09-2021 Opportunity Owner=Hout, Antoine van den Status=Active
2021-02-22 Opportunity Update Redacted Resource (redacted) New Opportunity: None, AvdH_Espria_Ontsluiten extra agents via SFDC ConnectorTotal Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=01-09-2021 Opportunity Owner=Hout, Antoine van den Status=Active
Volledige record uit Autotask
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  "amount": 0.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 261,
  "contactID": 30685221,
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  "createDate": "2021-02-22T11:15:52.600Z",
  "creatorResourceID": 29682899,
  "description": "Niet meer actueel\n\n__\n\nIn het tweede gedeelte van het jaar zullen naar alle waarschijnlijkheid de 40 concurrent agents van Zorgcentrale Noord (ZCN) worden ontsloten op de bestaande SDFC connector. Zodra er meer bekend is zal ik dit aanvullen.",
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  "id": 697,
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  "lastActivity": "2023-04-06T15:24:29.037Z",
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  "lostDate": "2023-04-06T00:00:00.000Z",
  "market": "",
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  "monthlyRevenue": 0.0,
  "nextStep": "",
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  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682899,
  "primaryCompetitor": null,
  "probability": 50,
  "productID": 2,
  "projectedCloseDate": "2021-09-01T00:00:00.000Z",
  "promisedFulfillmentDate": null,
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  "rating": null,
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  "stage": 29682775,
  "startDate": "2021-08-13T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "AvdH_Espria_Ontsluiten extra agents via SFDC Connector",
  "totalAmountMonths": 1,
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