Autotask Toolkit

v 2.13.2 PROD

Chatbot toevoegen aan de iCX oplossing Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
Ayvens (1114AN30)
Aangemaakt
2021-12-23
Gesloten
–
Lost-datum
2022-12-30

Beschrijving

Deze opportunity haal ik uit de bewaking. Doordat er geen upgrade voor ICX uitgevoerd gaat worden, is de Chatbot oplossing niet toepasbaar. LeasePlan wil graag een pro-actieve Chatbot toevoegen aan de iCX Chat oplossing.

Primary quote

Naam
#860 — Chatbot toevoegen aan de iCX oplossing
Effectief vanaf
2021-12-22
Vervaldatum
2022-01-23

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Professional Services
Deze klant neemt 'PS diensten' af van TSV. 		Product 1
2 Project Management
Project management werkzaamheden voor de afdeling projecten van TSV 		Labor 4

Notes (12)

Datum Action type Assigned to Onderwerp / inhoud
2022-12-30 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
2022-12-30 Opportunity Update Frank Lunstroo Opportunity: None, Chatbot toevoegen aan de iCX oplossing Total Revenue=15300 Probability=5% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=14-12-2022 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Lost
2022-05-11 Opportunity Update Frank Lunstroo Opportunity: None, Chatbot toevoegen aan de iCX oplossing Total Revenue=15300 Probability=5% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 11-05-2022 to 14-12-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-04-13 Opportunity Update Frank Lunstroo Opportunity: None, Chatbot toevoegen aan de iCX oplossing Total Revenue=15300 Changed Probability from 25% to 5% Sales Stage=Stage 3 Proposal Sent Projected Close Date=11-05-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-04-11 Opportunity Update Frank Lunstroo Opportunity: None, Chatbot toevoegen aan de iCX oplossing Total Revenue=15300 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 07-04-2022 to 11-05-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-03-08 Opportunity Update Frank Lunstroo Opportunity: None, Chatbot toevoegen aan de iCX oplossing Total Revenue=15300 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 18-02-2022 to 07-04-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-02-09 Opportunity Update Frank Lunstroo Opportunity: None, Chatbot toevoegen aan de iCX oplossing Total Revenue=15300 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=18-02-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-02-09 Opportunity Update Frank Lunstroo Opportunity: None, Chatbot toevoegen aan de iCX oplossing Total Revenue=15300 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 26-01-2022 to 18-02-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-01-06 Opportunity Update Frank Lunstroo Opportunity: None, Chatbot toevoegen aan de iCX oplossing Total Revenue=15300 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=26-01-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-01-06 0 Quick Note Frank Lunstroo Vandaag prijsopgave ontvangen van Netrix. Offerte voor LeasePlan gemaakt en verstuurd naar Faria en Gea. Deze ga ik morgen (7-1-2022) met hun verder doornemen.
2021-12-23 Opportunity Update Frank Lunstroo Vandaag update ontvangen van David Ward betreffende de offerte: Hi Frank, I have received technical approval but I am still waiting for commercial approval. I have attached the draft proposal that excludes pricing and will provide the final proposal when I receive commercial approval. Let me know if you have any questions at this stage. Kind regards David
2021-12-23 Opportunity Update Frank Lunstroo New Opportunity: None, Chatbot toevoegen aan de iCX oplossing Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=26-01-2022 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask 
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