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Follow up on NexaGen proposal
Feb 10, 2026In ProgressHighNexaGen Platform Upgrade
RFRachel Foster
Send BrightPath contract draft
Feb 8, 2026CompletedHighBrightPath Annual License
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Schedule VantagePoint discovery call
Feb 12, 2026PendingMediumVantagePoint Campaign Suite
MCMegan Clark
Review Crestline implementation plan
Feb 5, 2026OverdueHighCrestline Security Overhaul
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Demo ApexWare migration tools
Feb 14, 2026ScheduledMediumApexWare Cloud Migration
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Debrief on IronForge loss
Feb 3, 2026CompletedLowIronForge ERP Integration
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Prepare CloudVista pricing options
Feb 11, 2026In ProgressMediumCloudVista API Gateway
SHSophia Hernandez
Call Laura about data pipeline timeline
Feb 9, 2026PendingHighNexaGen Data Pipeline
LSLaura Simmons
Email Stratos project scope
Feb 15, 2026ScheduledLowStratos Digital Transformation
KNKevin Nguyen
Quarterly review with Amanda
Feb 20, 2026ScheduledMediumBrightPath Dashboard Expansion
APAmanda Price
Follow up on compliance requirements
Feb 13, 2026PendingHighCrestline Compliance Module
ETEric Tanaka
Send onboarding docs to Diana
Feb 6, 2026CompletedMediumApexWare Support Contract
DWDiana Walsh
Negotiate final terms with BrightPath
Feb 7, 2026OverdueHighBrightPath Annual License
DWDavid Wu
Prepare monthly pipeline report
Feb 28, 2026PendingLowInternal Review
SGSarah Garcia