ProfitecProfitec CRM
Demo mode — You are exploring a sample workspace — data is fictional and changes reset automatically.
Tasks 13
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
#15Send Vertex support proposal—18-06-2026 00:0023-06-2026
#6Demo Vertex support agent—12-06-2026 00:0018-06-2026
#5Send Pulse weekly status—11-06-2026 00:0017-06-2026