Autotask Toolkit

v 2.13.2 PROD

Remote toegang Avaya IP Office Lost

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Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
Ellis Enterprises B.V. (3316BG39)
Aangemaakt
2021-10-28
Gesloten
Lost-datum
2021-10-29

Beschrijving

GEEN AKKOORD Klant heeft het akkoord toch nog ingetrokken. In april gaan zij over op een cloud oplossing, daarom gekozen om voorrijkosten te betalen. Offerte maken voor deze klant voor het inzetten van een TSV RMA. Dit zodat we voortaan remote toegang hebben tot de Avaya IP Office.

Primary quote

Naam
#820 — Remote toegang Avaya IP Office
Effectief vanaf
2021-10-27
Vervaldatum
2021-11-30

Eenmalige items (1)

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

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2021-10-29 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) 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 Thijs de Boer
2021-10-29 Opportunity Update Redacted Resource (redacted) Opportunity: None, Remote toegang Avaya IP Office Total Revenue=550 Probability=75% Changed Status from Stage 6 - Handover to Stage 5 Closed - LOST Projected Close Date=30-11-2021 Opportunity Owner=Boer, Thijs de Changed Status from Closed to Lost
2021-10-29 General Redacted Resource (redacted) 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 Thijs de Boer
2021-10-29 General Redacted Resource (redacted) 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 Thijs de Boer
2021-10-29 General Redacted Resource (redacted) 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 Thijs de Boer
2021-10-29 Opportunity Update Redacted Resource (redacted) Opportunity: None, Remote toegang Avaya IP Office Total Revenue=550 Probability=75% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=30-11-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-10-29 Opportunity Update Redacted Resource (redacted) Opportunity: None, Remote toegang Avaya IP Office Total Revenue=550 Probability=75% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=30-11-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-10-28 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Remote toegang Avaya IP Office Total Revenue=0 Probability=75% Sales Stage=Stage 2 Qualification Projected Close Date=30-11-2021 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 550.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 969,
  "contactID": 30685185,
  "cost": 0.0,
  "createDate": "2021-10-28T08:36:07.557Z",
  "creatorResourceID": 29682909,
  "description": "GEEN AKKOORD\nKlant heeft het akkoord toch nog ingetrokken.\nIn april gaan zij over op een cloud oplossing, daarom gekozen om voorrijkosten te betalen.\n\nOfferte maken voor deze klant voor het inzetten van een TSV RMA.\nDit zodat we voortaan remote toegang hebben tot de Avaya IP Office.",
  "helpNeeded": "",
  "id": 896,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-10-29T13:15:21.697Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2021-10-29T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 550.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 75,
  "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": "2021-10-28T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Remote toegang Avaya IP Office",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}