Production
SC
Simon ChoAdministrator

Phone lead

Ms. Yim

Keep one call record and add every distinct interest discussed during the call.

Saved lead

Caller and call

The minimum information needed to remember and reconnect.

Looking for

Add one card for each different business or real-estate interest.

Interest 1

Interest 2

Call notes

Keep the original notes and a short review summary.

Follow-up

Set the next action so this inquiry does not disappear.

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