Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Update payments pipeline #599

Open
1 of 4 tasks
o-ram opened this issue Jan 3, 2025 · 0 comments
Open
1 of 4 tasks

Update payments pipeline #599

o-ram opened this issue Jan 3, 2025 · 0 comments
Assignees

Comments

@o-ram
Copy link
Member

o-ram commented Jan 3, 2025

The payments pipeline is in need of a refresh to make sure it is

  1. up-to-date
  2. able to provide meet reporting needs
  3. showcases the universe of potential agencies in CA who could be prospects

To achieve those things we need to,

  • Import missing prospective deals into the payments pipeline.
    Status: Import prep in progress in this spreadsheet

  • sort existing deals and ensure deal owner assignments are accurate so the pipeline is up-to-date

  • Create new stages

  • Create new tags.
    Status: Tags have been determined but need to be created

The Payments pipeline guide also needs to be revived and updated to make sure it reflects the needs and mechanics of the updated pipeline. This is tracked in #541

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
None yet
Projects
Status: Todo
Development

No branches or pull requests

4 participants