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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
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