Autotask Toolkit

v 2.13.2 PROD

Geannuleerd Espria 5 x Softphone licentie voor thuiswerkers Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Espria (9411PA1)
Aangemaakt
2021-10-21
Gesloten
Lost-datum
2021-12-01

Beschrijving

1/12 Offerte is geannuleerd door Marian Kregel, licenties waren voor Evean maar die kunnen deze licenties (nog) niet gebruiken. De offerte 00000890 is akkoord. 5 x AAFD licenties. Deze kunnen jullie factureren onder het genoemde inkoopordernummer ESP02058023. Dat het bedrag hoger is dan de inkooporder: Dit zal ik vermelden in ons systeem. Marian Kregel Medewerker Bedrijfsbureau Shared Service Center Espria / Inkoop Klant wil 5 stuks Softphone licentie voor thuiswerkers. betreft AACC Agents die ook thuis willen werken. Benodigde licenties AAFD. Factuur 100% bij opdracht! Let op! Verzoek is direct te bestellen vanwege wijziging Licentiestructuur Avaya (deadline 10 december)

Primary quote

Naam
#817 — Espria 5 x Softphone licentie voor thuiswerkers
Effectief vanaf
2021-10-24
Vervaldatum
2021-11-25

5 x AAFD licenties

Maandelijkse items (2)

# Artikel of dienst Item type Aantal
1 Service
Supplement Avaya Software Support and Upgrade advanced 3YR an
Product 15
2 Service
Deze klant neemt 'beheer diensten' af van TSV.
Product 15

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
AAFD (Agent for Desktop) Licenties voor Softphones
Product 5
2 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 2

Notes (12)

Datum Action type Assigned to Onderwerp / inhoud
2021-12-01 General Jeroen Waldram 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 Jeroen Waldram
2021-12-01 Opportunity Update Jeroen Waldram Opportunity: None, Geannuleerd Espria 5 x Softphone licentie voor thuiswerkers Total Revenue=3502 Changed Probability from 100% to 0% Changed Status from Stage 6 - Handover to Stage 5 Closed - LOST Projected Close Date=30-11-2021 Opportunity Owner=Waldram, Jeroen Changed Status from Closed to Lost
2021-11-30 General Jeroen Waldram Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify project team" 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 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Jeroen Waldram
2021-11-30 Opportunity Update Jeroen Waldram Opportunity: None, Espria 5 x Softphone licentie voor thuiswerkers Total Revenue=3502 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=30-11-2021 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2021-11-30 General Jeroen Waldram Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify RE for KP" 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 - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON) aanmaken kostenplaats) to revers@tsv-groep.nl Initiated by Jeroen Waldram
2021-11-30 General Jeroen Waldram Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify project team" 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 - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON)) to flunstroo@tsv-groep.nl Initiated by Jeroen Waldram
2021-11-30 Opportunity Update Jeroen Waldram Opportunity: None, Espria 5 x Softphone licentie voor thuiswerkers Total Revenue=3502 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 03-12-2021 to 30-11-2021 Opportunity Owner=Waldram, Jeroen Status=Active
2021-11-29 Opportunity Update Jeroen Waldram Opportunity: None, Espria 5 x Softphone licentie voor thuiswerkers Total Revenue=4933 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 04-11-2021 to 03-12-2021 Opportunity Owner=Waldram, Jeroen Status=Active
2021-10-21 4 KPI Email verstuurd Jeroen Waldram Offerte maken voor 5 thuiswerkers AAFD licenties Voorstel maar M. Kregel verzonden
2021-10-25 Opportunity Update Jeroen Waldram Opportunity: None, Espria 5 x Softphone licentie voor thuiswerkers Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=04-11-2021 Opportunity Owner=Waldram, Jeroen Status=Active
2021-10-21 Opportunity Update Jeroen Waldram Opportunity: None, Espria 5 x Softphone licentie voor thuiswerkers Total Revenue=0 Probability=50% Changed Status from Stage 1 First Contact to Stage 2 Qualification Projected Close Date=04-11-2021 Opportunity Owner=Waldram, Jeroen Status=Active
2021-10-21 Opportunity Update Jeroen Waldram New Opportunity: None, Espria 5 x Softphone licentie voor thuiswerkers Total Revenue=0 Probability=50% Sales Stage=Stage 1 First Contact Projected Close Date=04-11-2021 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 3502.25,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 261,
  "contactID": 30685522,
  "cost": 0.0,
  "createDate": "2021-10-21T13:00:09.960Z",
  "creatorResourceID": 29682918,
  "description": "1/12 Offerte is geannuleerd door Marian Kregel, licenties waren voor Evean maar die kunnen deze licenties (nog) niet gebruiken. \n\n\nDe offerte 00000890 is akkoord. 5 x AAFD licenties. Deze kunnen jullie factureren onder het genoemde inkoopordernummer ESP02058023.\nDat het bedrag hoger is dan de inkooporder: Dit zal ik vermelden in ons systeem.\n\nMarian Kregel\nMedewerker Bedrijfsbureau\nShared Service Center Espria / Inkoop\n\nKlant wil 5 stuks Softphone licentie voor thuiswerkers. betreft AACC Agents die ook thuis willen werken.\nBenodigde licenties AAFD. Factuur 100% bij opdracht!\n\nLet op! Verzoek is direct te bestellen vanwege wijziging Licentiestructuur Avaya (deadline 10 december)",
  "helpNeeded": "",
  "id": 890,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-12-01T08:19:46.157Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2021-12-01T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 1022.25,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 2480.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2021-11-30T00:00:00.000Z",
  "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": "2021-10-21T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Geannuleerd Espria 5 x Softphone licentie voor thuiswerkers",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}