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Upland — Security review

OpenHigh priority
$51,000Closes Jon KimCreated

Activity

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Yesterday

  1. Meeting: Meeting with Jamal Sato

    Jon Kim

Jun 12, 2026

  1. Email: Email to Jamal Sato

    Pricing questions

    Jon Kim

Jun 8, 2026

  1. Email: Email to Ines Petrov

    Security questionnaire

    Jon Kim

Jun 7, 2026

  1. Task: Completed a task

    Prepare the QBR

    Jon Kim

Jun 4, 2026

  1. Call: Call with Ines Petrov · 28 min

    Pricing questions

    Jon Kim

May 31, 2026

  1. Call: Call with Ines Petrov · 17 min

    Pricing questions

    Jon Kim

May 29, 2026

  1. Email: Email to Jamal Sato

    Proposal v2

    Jon Kim

  2. Meeting: Meeting with Jamal Sato

    Jon Kim

  3. Call: Call with Jamal Sato · 20 min

    Check-in

    Jon Kim

May 27, 2026

  1. Note: Champion is moving teams in July

    Summary shared with the team.

    Jon Kim

May 25, 2026

  1. Email: Email to Ines Petrov

    Pricing questions

    Jon Kim

  2. Task: Completed a task

    Send follow-up

    Jon Kim

May 21, 2026

  1. Email: Email to Jamal Sato

    Order form

    Jon Kim

May 20, 2026

  1. Stage change: Stage Demo → Proposal

    Jon Kim

May 18, 2026

  1. Email: Email to Jamal Sato

    Pricing questions

    Jon Kim

May 16, 2026

  1. Email: Email to Jamal Sato

    Order form

    Jon Kim

May 15, 2026

  1. Note: Legal prefers our paper

    Summary shared with the team.

    Jon Kim

May 13, 2026

  1. Call: Call with Ines Petrov · 22 min

    Discovery call

    Jon Kim

May 12, 2026

  1. Note: Champion is moving teams in July

    Summary shared with the team.

    Jon Kim

  2. Email: Email to Ines Petrov

    Next steps

    Jon Kim

May 8, 2026

  1. Task: Completed a task

    Schedule a demo

    Jon Kim

May 7, 2026

  1. Stage change: Stage Qualified → Demo

    Jon Kim

May 5, 2026

  1. Note: Asked for a reference customer

    Summary shared with the team.

    Jon Kim

May 1, 2026

  1. Note: Asked for a reference customer

    Summary shared with the team.

    Jon Kim

Apr 30, 2026

  1. Email: Email to Ines Petrov

    Proposal v2

    Jon Kim

Apr 29, 2026

  1. Task: Completed a task

    Share the proposal

    Jon Kim

Apr 28, 2026

  1. Email: Email to Ines Petrov

    Proposal v2

    Jon Kim

Apr 26, 2026

  1. Email: Email to Jamal Sato

    Security questionnaire

    Jon Kim

  2. Meeting: Meeting with Ines Petrov

    Jon Kim

Apr 25, 2026

  1. Email: Email to Jamal Sato

    Next steps

    Jon Kim

Apr 24, 2026

  1. Update: Created

    Jon Kim