Autotask Toolkit

v 2.13.2 PROD

Accu's voor DECT 3730 handsets Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Klant
DPS - Dutch Protein & Services b.v. (4004JT3)
Aangemaakt
2021-12-09
Gesloten
Lost-datum
2022-07-12

Beschrijving

Gebruikers hebben niet meer geklaagd over de accu's. To Do en opportunity kunnen gesloten worden.

Primary quote

Naam
#848 — Accu's voor DECT 3730 handsets
Effectief vanaf
2021-12-08
Vervaldatum
2022-01-09

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
Battery pack voor Avaya 3730 handset 700466683
Product 3
2 Professional Services
Order- en administratiekosten
Product 1

Notes (12)

Datum Action type Assigned to Onderwerp / inhoud
2022-07-12 General Frank Lunstroo 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 Frank Lunstroo
2022-07-12 Opportunity Update Frank Lunstroo Opportunity: None, Accu's voor DECT 3730 handsets Total Revenue=108 Changed Probability from 50% to 0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=10-06-2022 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Lost
2021-12-09 1 KPI Telefonisch contact Frank Lunstroo 9-12 een OB gestuurd, deze To Do is om status en voortgang te bewaken. Gebruikers hebben niet meer geklaagd over de accu's. To Do en opportunity kunnen gesloten worden.
2022-06-01 Opportunity Update Frank Lunstroo Opportunity: None, Accu's voor DECT 3730 handsets Total Revenue=108 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 25-05-2022 to 10-06-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-05-11 Opportunity Update Frank Lunstroo Opportunity: None, Accu's voor DECT 3730 handsets Total Revenue=108 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 13-05-2022 to 25-05-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-04-13 Opportunity Update Frank Lunstroo Opportunity: None, Accu's voor DECT 3730 handsets Total Revenue=108 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 31-03-2022 to 13-05-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-03-08 Opportunity Update Frank Lunstroo Opportunity: None, Accu's voor DECT 3730 handsets Total Revenue=108 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 28-02-2022 to 31-03-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-02-09 Opportunity Update Frank Lunstroo Opportunity: None, Accu's voor DECT 3730 handsets Total Revenue=108 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=28-02-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-02-09 Opportunity Update Frank Lunstroo Opportunity: None, Accu's voor DECT 3730 handsets Total Revenue=108 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 23-12-2021 to 28-02-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2021-12-16 Opportunity Update Frank Lunstroo Opportunity: None, Accu's voor DECT 3730 handsets Total Revenue=108 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 13-12-2021 to 23-12-2021 Opportunity Owner=Lunstroo, Frank Status=Active
2021-12-09 Opportunity Update Frank Lunstroo Opportunity: None, Accu's voor DECT 3730 handsets Total Revenue=108 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=13-12-2021 Opportunity Owner=Lunstroo, Frank Status=Active
2021-12-09 Opportunity Update Frank Lunstroo New Opportunity: None, Accu's voor DECT 3730 handsets Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=13-12-2021 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 107.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 902,
  "contactID": 30685027,
  "cost": 0.0,
  "createDate": "2021-12-09T10:05:53.653Z",
  "creatorResourceID": 29682902,
  "description": "Gebruikers hebben niet meer geklaagd over de accu's. To Do en opportunity kunnen gesloten worden.",
  "helpNeeded": "",
  "id": 935,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-07-12T11:11:47.947Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2022-07-12T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 107.5,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2022-06-10T00:00:00.000Z",
  "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": "2021-12-09T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Accu's voor DECT 3730 handsets",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}