Operations
Policy Delivery
Wrap-up needed
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.
Wednesday, May 6, 2026 · 1:00 PM – 1:45 PM · America/New_York
Deliver bound life policy. Office manager observes for compliance.
Primary client
Reina Velasquez
Household
Velasquez Household
Organizer
Marisol Lopez
Related event
—
Location name
EA Pinder Conference Suite
Location address
123 Brickell Ave, Miami, FL
Phone
—
Zoom
Will be created in Phase 4b
Google Calendar
Sync wires up in Phase 4b
Client confirmation
pending
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
Reschedule, cancel, complete, or update attendees. Changes are immediately reflected on the master calendar, the appointments list, and the originating contact record.
Remove attendee
Attendees
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
Donna Pinder
Office Manager
Activity
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