Autotask Toolkit

v 2.13.2 PROD

2x IP DECT 3730 (locatie Wigan) Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Electric Glass Fiber NL B.V. (9608PZ3)
Aangemaakt
2021-07-13
Gesloten
Lost-datum
2023-04-04

Beschrijving

Niet meer actueel. De klant wilt graag een quote ontvangen voor 2x IP DECT handset 3730 van Avaya. Gaat om hun locatie in Wigan.

Primary quote

Naam
#755 — 2x IP DECT 3730 (locatie Wigan)
Effectief vanaf
2021-07-12
Vervaldatum
2021-07-30

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV.
Product 1

Notes (5)

Datum Action type Assigned to Onderwerp / inhoud
2023-04-04 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
2023-04-04 Opportunity Update Erik Gunther Opportunity: None, 2x IP DECT 3730 (locatie Wigan) Total Revenue=390 Changed Probability from 90% to 0% Changed Status from Stage 2 Qualification to Stage 5 Closed - LOST Projected Close Date=30-10-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Lost
2021-09-30 Opportunity Update Redacted Resource (redacted) Opportunity: None, 2x IP DECT 3730 (locatie Wigan) Total Revenue=390 Probability=90% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 29-09-2021 to 30-10-2021 Opportunity Owner=Boer, Thijs de Status=Active
2021-08-03 Opportunity Update Redacted Resource (redacted) Opportunity: None, 2x IP DECT 3730 (locatie Wigan) Total Revenue=390 Probability=90% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 30-07-2021 to 29-09-2021 Opportunity Owner=Boer, Thijs de Status=Active
2021-07-13 Opportunity Update Redacted Resource (redacted) New Opportunity: None, 2x IP DECT 3730 (locatie Wigan)Total Revenue=0 Probability=90% Sales Stage=Stage 2 Qualification Projected Close Date=30-07-2021 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 390.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 258,
  "contactID": 30685463,
  "cost": 0.0,
  "createDate": "2021-07-13T11:31:42.057Z",
  "creatorResourceID": 29682909,
  "description": "Niet meer actueel.\n\n\nDe klant wilt graag een quote ontvangen voor 2x IP DECT handset 3730 van Avaya.\nGaat om hun locatie in Wigan.",
  "helpNeeded": "",
  "id": 816,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-04-04T14:33:28.377Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2023-04-04T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 390.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2021-10-30T00:00:00.000Z",
  "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": "2021-07-13T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "2x IP DECT 3730 (locatie Wigan)",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}