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Deal follow-up #302

closed

Reference call for Helix Health

Deal follow-up #302: Reference call for Helix Health

Added by Yuki Owens about 1 month ago. Updated 13 days ago.

Status:
Closed
Priority:
Normal
Assignee:
Yuki Owens
Category:
-
Start date:
09/16/2026
Due date:
% Done:

100%

Estimated time:
40:00 h
Spent time:
56:30 h
Client:
Contacts:
Omar Navarro
Deals:
Design sprint workshop for Tidewater Marine
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
  • Release notes entry is prepared

Related issues 1 (1 open — 0 closed)

Related to Contacts - Deal follow-up #288: Prepare proposal for Cobalt MediaIn ProgressEmily Underwood10/15/202610/21/2026

Actions

Updated by Yuki Owens about 1 month ago · Edited Actions
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 #1

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

Updated by Tomas Murphy 28 days ago · Edited Actions
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 #2

Reproduced the problem; the cause is in the data migration.

Updated by Yuki Owens 13 days ago · Edited Actions
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 #3

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

Found one more case, added a test for it.

Updated by Emily Underwood 13 days ago · Edited Actions
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 #4

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