Log anything you've quoted or asked her to pay, and what it costs you to deliver. HQ tracks what's coming in and your profit, and reminds you to chase.
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After the call
Talk or type what happened. HQ writes her call summary in your voice, with the right offers and links, then reminds you to follow up.
Add her form answers or your pre-call research (optional)
Log a summary you've already sent, so HQ can remind you to follow up.
Click into the summary to edit anything before you send it.