Customer PreferenceCustomer
Jules prefers inspection and call windows after 2 PM.
Jules wrote that they are only home after 2 this week.
Memory
Playbook
Pending
2
Awaiting review
Active Rules
3
Applied to drafting
Approved
0
Accepted memories
Suggested memory
2 pending
Follow Up PolicyOrg
Lead follow-ups should happen within two business days if no reply is received.
Morgan has an older quote conversation with no recent reply.