Operations

Fact Finder — David Chen

Fact Finder

Back to appointments
Calendar·Appointments·Fact Finder — David Chen

Wrap-up needed

How did this appointment close?

It’s been more than 10 minutes past the scheduled end. Pick a closing status so the audit log is accurate.

Phase 4b will write each choice into audit_logs and kick off the right follow-up automation.

ScheduledPhone

Sunday, May 3, 2026 · 2:00 PM – 2:45 PM · America/New_York

Discovery call with a referred prospect.

Primary client

David Chen

Household

—

Organizer

Marisol Lopez

Related event

—

Location name

—

Location address

—

Phone

+1 555 010 0301

Zoom

Will be created in Phase 4b

Google Calendar

Sync wires up in Phase 4b

Client confirmation

confirmed

Phase 5b status

Reschedule, cancel, complete, no-show, and attendee modifications all write to the canonical appointment store and immediately update the contact record + master calendar. SMS/email confirmations are Phase 6 (Communications). Zoom auto-create and Google Calendar push wire up in Phase 4b. AI scheduling assistance proposes — humans finalize.

Manage appointment

Status & modifications

Reschedule, cancel, complete, or update attendees. Changes are immediately reflected on the master calendar, the appointments list, and the originating contact record.

Remove attendee

  • Marisol Lopez · Lead Agent

Attendees

Internal staff & participants

Solves the GHL limitation. One client appointment, many internal participants — each with a named role: Lead Agent, Required Co-Presenter, Office Manager, Observer, Support.

Marisol Lopez

Producing Agent

Lead AgentRequiredaccepted
No required co-presenter on this appointment.

Activity

No activity recorded yet in this session.