Autotask Toolkit

v 2.22.0 PROD

JDH-VAN-CLOUD-001 Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
Vanilia C.V. (1521AX5)
Aangemaakt
2019-03-21
Gesloten
–
Lost-datum
2021-06-17

Beschrijving

LOST Klant gaat over naar een Cloud oplossing vanuit hun IT leverancier Wizzbit. Dit hebben zij toentertijd ook al kenbaar gemaakt aan Jeffrey, maar die heeft dit niet verwerkt in de systemen. Migratie van IPO naar Cloud

Primary quote

Naam
#53 — JDH-VAN-CLOUD-001 (inactief)
Effectief vanaf
2019-03-20
Vervaldatum
2019-04-21

Maandelijkse items (4)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 36 € 700,40 € 25.214,40
2 Vastnet
Deze klant neemt 'Vastnet diensten of producten' af van TSV. 		Product 36 € 50,00 € 1.800,00
3 Mobiel
Deze klant neemt 'mobiele diensten of producten' af van TSV. 		Product 36 € 976,00 € 35.136,00
4 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 36 € 69,00 € 2.484,00
Subtotaal € 64.634,40

Eenmalige items (1)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Professional Services
Deze klant neemt 'PS diensten' af van TSV. 		Product 1 € 4.227,00 € 4.227,00
Subtotaal € 4.227,00
Totaal offerte (excl. BTW) € 68.861,40
  • Autotask kent geen looptijd op een offerte. Of het maandelijkse subtotaal een bedrag per maand is of de waarde over de hele looptijd, hangt af van hoe Aantal is ingevuld — de toolkit kan dat niet afleiden.

Notes (12)

Datum Action type Assigned to Onderwerp / inhoud
2021-06-17 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
2021-06-17 Opportunity Update Redacted Resource (redacted) Opportunity: None, JDH-VAN-CLOUD-001Total Revenue=0 Probability=80% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=06-08-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Lost
2021-06-07 Opportunity Update Frank Lunstroo Opportunity: None, JDH-VAN-CLOUD-001Total Revenue=0 Probability=80% Changed Status from Stage 4 Contract Sent to Stage 3 Proposal Sent Changed Projected Close Date from 06-01-2021 to 06-08-2021 Changed Opportunity Owner from Lunstroo, Frank to Boer, Thijs de Status=Active
2020-12-29 Opportunity Update Frank Lunstroo Opportunity: None, JDH-VAN-CLOUD-001Total Revenue=0 Probability=80% Sales Stage=Stage 4 Contract Sent Changed Projected Close Date from 31-10-2020 to 06-01-2021 Opportunity Owner=Lunstroo, Frank Status=Active
2020-12-29 Opportunity Update Frank Lunstroo Opportunity: None, JDH-VAN-CLOUD-001Total Revenue=0 Probability=80% Sales Stage=Stage 4 Contract Sent Projected Close Date=31-10-2020 Changed Opportunity Owner from Heijer, Jeffrey den to Lunstroo, Frank Status=Active
2020-05-01 Opportunity Update Redacted Resource (redacted) Opportunity: None, JDH-VAN-CLOUD-001Total Revenue=0 Probability=80% Sales Stage=Stage 4 Contract Sent Changed Projected Close Date from 30-04-2020 to 31-10-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
2020-04-01 Opportunity Update Redacted Resource (redacted) Opportunity: None, JDH-VAN-CLOUD-001Total Revenue=0 Probability=80% Sales Stage=Stage 4 Contract Sent Changed Projected Close Date from 31-03-2020 to 30-04-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
2020-03-02 Opportunity Update Redacted Resource (redacted) Opportunity: None, JDH-VAN-CLOUD-001Total Revenue=0 Probability=80% Sales Stage=Stage 4 Contract Sent Changed Projected Close Date from 29-02-2020 to 31-03-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
2020-02-03 Opportunity Update Redacted Resource (redacted) Opportunity: None, JDH-VAN-CLOUD-001Total Revenue=0 Probability=80% Sales Stage=Stage 4 Contract Sent Changed Projected Close Date from 31-01-2020 to 29-02-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
2019-08-15 Opportunity Update Redacted Resource (redacted) Opportunity: None, JDH-VAN-CLOUD-001Total Revenue=0 Probability=80% Sales Stage=Stage 4 Contract Sent Changed Projected Close Date from 27-08-2019 to 31-01-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
2019-06-24 Opportunity Update Redacted Resource (redacted) Opportunity: None, JDH-VAN-CLOUD-001Total Revenue=0 Probability=80% Sales Stage=Stage 4 Contract Sent Changed Projected Close Date from 20-04-2019 to 27-08-2019 Opportunity Owner=Heijer, Jeffrey den Status=Active
2019-03-21 Opportunity Update Redacted Resource (redacted) New Opportunity: , JDH-VAN-CLOUD-001 Total Revenue=0.00 Probability=80% Sales Stage=Stage 4 Contract Sent Projected Close Date=20-04-2019 Opportunity Owner=Heijer, Jeffrey den Status=Active
Volledige record uit Autotask 
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  "amount": 0.0,
  "assessmentScore": null,
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  "closedDate": null,
  "companyID": 447,
  "contactID": 30683960,
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  "createDate": "2019-03-21T12:25:10.000Z",
  "creatorResourceID": 29682904,
  "description": "LOST\nKlant gaat over naar een Cloud oplossing vanuit hun IT leverancier Wizzbit. \nDit hebben zij toentertijd ook al kenbaar gemaakt aan Jeffrey, maar die heeft dit niet verwerkt in de systemen.\n\n\nMigratie van IPO naar Cloud",
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  "lastActivity": "2021-06-17T08:07:40.620Z",
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  "lostDate": "2021-06-17T00:00:00.000Z",
  "market": "",
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  "probability": 80,
  "productID": 2,
  "projectedCloseDate": "2021-08-06T00:00:00.000Z",
  "promisedFulfillmentDate": null,
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  "quarterlyCost": 0.0,
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  "rating": null,
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  "throughDate": null,
  "title": "JDH-VAN-CLOUD-001",
  "totalAmountMonths": 60,
  "useQuoteTotals": false,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
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}