ProfitecProfitec CRM
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Tasks 10
Task ↑Priority ↑Status ↑ClientAssignee ↑CreatedDue
#50Idea: shared proposal template library—24-06-2026 00:0024-06-2026
#44Prep Brightpath workshop agenda—23-06-2026 00:0028-06-2026 10:00
#37Investigate Pulse pipeline error—22-06-2026 00:0025-06-2026
#28Send proposal follow-up to Vertex—22-06-2026 00:0024-06-2026
#34Validate Pulse data sources—22-06-2026 00:0008-07-2026
#25Prepare proposal for Vertex FinTech—21-06-2026 00:0027-06-2026
#22Discovery prep for Vertex KYC—20-06-2026 00:0030-06-2026
#20Tune Vertex escalation flows—20-06-2026 00:0024-06-2026 14:30
#21Connect Pulse publishing API—20-06-2026 00:0001-07-2026
#16Follow up on Vertex enterprise terms—19-06-2026 00:0023-06-2026