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Deal follow-up #316

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Qualification call with Helix Health

Deal follow-up #316: Qualification call with Helix Health

Added by Fatima Murphy about 2 months ago. Updated 26 days ago.

Status:
In Progress
Priority:
Normal
Assignee:
Category:
Mid-market
Start date:
08/31/2026
Due date:
09/17/2026 (29 days late)
% Done:

20%

Estimated time:
40:00 h
Spent time:
Client:
Contacts:
Abigail Grant
Invoices:
Orders:
Products:

Description

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

Acceptance criteria

  • Verified on staging by QA
  • Product owner accepted the result
  • Reviewed by a second team member

Updated by Fatima Murphy about 1 month ago · Edited Actions #1

  • Status changed from New to In Progress
  • % Done changed from 0 to 20

Updated by Jonas Zimmerman 27 days ago · Edited Actions #2

Updated the description with the final acceptance criteria.

Updated by Yuki Owens 26 days ago · Edited Actions #3

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

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