UAT status updateJuly 7, 2026
Crème Collective · Custom CRM

CRM UAT
Status Update

Where user acceptance testing stands: what the sales team reported, what has already been fixed, and what remains before cutover.

Cutover target Jul 14 8 testers invited 13 feedback items tracked
Testing rounds & verdictsUAT update · Jul 7, 2026
Where testing stands
4 of 8Testers have submitted feedback (3 complete, 1 partial)
13Fixes & enhancements shipped from round 1 (Tyler's pass)
4Round-2 items resolved the same day they were triaged (Jul 7)
TesterRoleFeedbackVerdict — "would you run your accounts on this?"
Tyler KoppSales Operations ManagerComplete (round 1)Yes, with fixes
Lia BriehlSales ManagerCompleteYes
Liz ReyesSales CoordinatorCompleteNot yet — both blockers since addressed
AmandaSalesPartialIn progress
Alaina · Brian · Elaine · LauraSales teamPendingAwaiting feedback
Every item reported lands in one tracked backlog. Liz's "not yet" traced to two findings — email visibility and deal visibility — both addressed below and queued for her re-check.
Findings & resolutionUAT update · Jul 7, 2026
What testers found, and where each item stands
FindingReported byResolutionStatus
Emails not appearing; contact & retailer timelines empty Liz, Lia, Tyler Root cause found in the sync: email activity was linked to deals only — under 1% of 67k activities reached contact pages. Sync corrected and history backfilled: 99% now linked. Additive change; nothing modified or deleted. Fixed · re-check
AI summaries not visible Lia, Liz, Tyler Deal summaries un-gated in round 1; contact summaries restored by the same sync fix. Verifying visibility on brand pages for sales accounts. Verifying
Deal counts vs HubSpot (e.g. SWEED 624 vs 110) Liz The CRM shows open deals by default. A dedicated "Open deals" view now makes that scope explicit, with the full list reachable. We'll walk through the SWEED numbers together in the re-check. Shipped · re-check
Owner filters missing sales managers Lia, Liz Owner dropdowns now include the whole sales team, drawn from deal ownership rather than CRM logins. Resolved
"Needs Attention" seemed capped at 10 Tyler "View All Open Deals" previously led to the pipeline board; it now opens the full open-deal list. The panel itself remains a top-10, as labeled. Resolved
Contacts missing their company; stale "no activity" Amanda, Liz Activity side covered by the sync fix above; remaining record links and data freshness being verified against HubSpot, using the exact examples reported. Verifying
Sales Analysis retailer dropdown (Safari) Tyler, Darcie Portal-side display issue; reproducing on Safari specifically before the fix. Scheduled
Several reports traced to one root cause — activity links in the sync — found during this review and fixed and deployed the same day. Earlier round-1 findings (search, merge tool, addresses, session handling) are already live.
Feature requestsUAT update · Jul 7, 2026
What the team asked for beyond fixes
Testers logged a dozen feature requests alongside the fixes. All are recorded in the backlog and will be prioritized after cutover, balanced against launch-critical work. Several earlier requests already shipped: merge tools, stage sorting, state filters, and richer brand profiles.
Navigation & visibility
  • Dedicated Deals tab — every deal in one place ⭐
  • Per-brand views of all open deals
  • Simpler paths back to where you were
Reports & exports
  • Contact emails per brand — not possible in HubSpot today ⭐
  • Month-over-month sell-through for Key Retailer Spotlight (brand request)
Data & fields
  • Consolidate "Next Step" vs "Details" on deals
  • Retire deals for discontinued brands — keep the companies
  • Auto-enrich retailer details from public sources
Process: Received → Backlog → Prioritized after cutover → Delivered in waves.   Requests are welcome any time — nothing gets lost.
Next stepsUAT update · Jul 7, 2026
The path to cutover
Re-check round
Testers re-verify on their own accounts — email visibility, AI summaries, and the open-deals view — now that the fixes are live. Short pass, same feedback sheet.
This week
Remaining verifications
Daily-sync freshness, contact–company links, and the Safari dropdown — each closed out against the exact examples testers reported.
Before cutover
Cutover
Fresh HubSpot re-import, then a blue-green cutover with a 15-minute delta sync — HubSpot stays untouched and available throughout.
Target · Jul 14
Feedback from the remaining four testers is welcome any time — it doesn't hold up the re-check round or the cutover date.
Jul 7
This update + same-day fixes live
This week
Tester re-checks + remaining verifications
Jul 14
Cutover — re-import, blue-green switch
Post-cutover
Stabilization + feature waves from the backlog