Develop list of items to track in payments pipeline

[o-ram]

Temp. jointly assigned

Scope: take notes from payments meeting and turn into list of questions we want the CRM to track for payments team to review
Step 1: Make a list of general questions/items we think we want to be tracking
Step 2: have payments review and provide input
Step 3: use list to make decision on how/where to track within the system
Step 4: Set it up
Step 5: Once set up, can we fill anything in right away/decide process for filling things in

Olivia and Laney to start with step 1 and aim to share list with payments ahead of Feb. meeting

[o-ram]

@laneymangan preference for this to be in sprint 34 or 35? If in 35, we could tackle this in our 1:1 on 2/17 or 2/24?