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Add Tax Strategy — Delgado
Expansion · Delgado Dental Group · Maria Delgado · opened Oct 9 · 2:00 PM via Internal
NormalClosed
Properties
Ticket
Subject *
Pipeline
Expansion
Stage
Won
Priority *
Category
Channel
Owner *
Company
Contact
Description
Description
SLA · Normal
First response
Oct 9 · 2:20 PM
Target
8h response · 72h resolve
Resolve by
Oct 12 · 2:00 PM
Opened
Oct 9 · 2:00 PM · Internal
Mentions notify the person tagged
Ticket openedInternal · Oct 9 · 2:00 PM
Closed ≤ 90 days → original AE (Sheila). Converted to deal d4; won 10/27.
Account
Delgado Dental Group
Initialization · Advanced Bookkeeping · Tax Compliance · Tax Strategy
$1,100/mo
Other tickets · this account
Q3 P&L missing location split
Delgado Dental Group · Support · In progress · Erica Newell
High
Overdue 66h
Kickoff docs not received
Delgado Dental Group · Onboarding · Blocked on customer · Adalynn Wells
Normal
Due Tomorrow