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Deal follow-up #296

closed

Qualification call with Vertex Finance

Deal follow-up #296: Qualification call with Vertex Finance

Added by Emily Underwood 5 months ago. Updated 5 months ago.

Status:
Closed
Priority:
Normal
Assignee:
Emily Underwood
Category:
Mid-market
Start date:
05/18/2026
Due date:
06/10/2026
% Done:

100%

Estimated time:
40:00 h
Spent time:
27:30 h
Client:
Contacts:
Jonas Iverson
Deals:
Cloud migration and DevOps for Lakeside Foods
Invoices:
Orders:
Products:
Ashraf Alzyoud:

Description

Keep the deal stage in CRM up to date and log every call as a note.

Acceptance criteria

  • Release notes entry is prepared
  • Metrics dashboard shows no new errors
  • Verified on staging by QA
  • Documentation is updated

Updated by Emily Underwood 5 months ago · Edited Actions
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 #1

  • Status changed from New to In Progress
  • % Done changed from 0 to 10

Updated by Emily Underwood 5 months ago · Edited Actions
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 #2

  • Status changed from In Progress to Feedback
  • % Done changed from 10 to 30

Tested locally and on staging, all green.

Updated by Emily Underwood 5 months ago · Edited Actions
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 #3

  • Status changed from Feedback to In Progress

Updated by Emily Underwood 5 months ago · Edited Actions
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 #4

  • Status changed from In Progress to Resolved
  • % Done changed from 30 to 90

Blocked by the pending review, pinging the reviewer.

Updated by Emily Underwood 5 months ago · Edited Actions
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 #5

  • Status changed from Resolved to Closed
  • % Done changed from 90 to 100

Tested locally and on staging, all green.

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