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Deal follow-up #301

closed

Renewal conversation with Helix Health

Deal follow-up #301: Renewal conversation with Helix Health

Added by Emily Underwood 6 months ago. Updated 4 months ago.

Status:
Closed
Priority:
High
Assignee:
Emily Underwood
Category:
-
Start date:
05/01/2026
Due date:
05/14/2026
% Done:

100%

Estimated time:
Spent time:
46:30 h
Client:
Contacts:
Chloe Murphy
Deals:
UX audit and redesign for Copperfield Manufacturing
Invoices:
Orders:
Products:

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

Updated by Emily Underwood 6 months ago · Edited Actions
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 #1

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

Found one more case, added a test for it.

Updated by Sophia Fischer 5 months ago · Edited Actions
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 #2

Needs clarification from the client, asked in the shared channel.

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

  • Status changed from In Progress to Resolved
  • % Done changed from 10 to 90

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

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

Updated by Tomas Murphy 4 months ago · Edited Actions
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 #5

Tested locally and on staging, all green.

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