ProfitecProfitec CRM
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Tasks 10
Task Priority Status ClientAssignee CreatedDue
#50Idea: shared proposal template library24-06-2026 00:0024-06-2026
#44Prep Brightpath workshop agenda23-06-2026 00:0028-06-2026 10:00
#37Investigate Pulse pipeline error22-06-2026 00:0025-06-2026
#28Send proposal follow-up to Vertex22-06-2026 00:0024-06-2026
#34Validate Pulse data sources22-06-2026 00:0008-07-2026
#25Prepare proposal for Vertex FinTech21-06-2026 00:0027-06-2026
#22Discovery prep for Vertex KYC20-06-2026 00:0030-06-2026
#20Tune Vertex escalation flows20-06-2026 00:0024-06-2026 14:30
#21Connect Pulse publishing API20-06-2026 00:0001-07-2026
#16Follow up on Vertex enterprise terms19-06-2026 00:0023-06-2026