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Deal follow-up #290
openReference call for Vertex Finance
Deal follow-up #290:
Reference call for Vertex Finance
Start date:
09/22/2026
Due date:
10/01/2026 (15 days late)
% Done:
10%
Estimated time:
8:00 h
Spent time:
Client:
Contacts:
Invoices:
Orders:
Products:
Description
Keep the deal stage in CRM up to date and log every call as a note.
Acceptance criteria¶
- Metrics dashboard shows no new errors
- Product owner accepted the result
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