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Deal follow-up #298

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Renewal conversation with Helix Health

Deal follow-up #298: Renewal conversation with Helix Health

Added by Fatima Murphy 7 days ago. Updated 3 days ago.

Status:
In Progress
Priority:
High
Assignee:
Fatima Murphy
Category:
-
Start date:
10/09/2026
Due date:
10/22/2026 (Due in 6 days)
% Done:

10%

Estimated time:
Spent time:
7:30 h
Client:
Contacts:
Daniel Gallagher
Deals:
Invoices:
Orders:
Products:
Tags:
performance

Description

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

Acceptance criteria

  • Reviewed by a second team member
  • Verified on staging by QA
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