Действия
Task #572
открытоCreate commercial proposal for Romashka
Task #572:
Create commercial proposal for Romashka
Дата начала:
01.11.2025
Срок завершения:
03.11.2025 (опоздание 15 дня)
Готовность:
50%
Оценка временных затрат:
Company custom field:
Deals:
Contacts:
Checklist custom field:
- Review client's previous proposals
- Confirm pricing and discount policy
- Prepare branded proposal template
- Verify company legal details
- Get internal approval before sending
Чеклист
- Search for company activity for last year
- Call to David for detailed information
- Send commercial proposal
- Fill CRM data for this company
- Test latest version of Helpdesk plugin
- Schedule installation and setup for "Sunflower" Ltd.
- Review new bug (#599)
Действия