Operations
Every outbound and inbound message captured by the firm.
| When | Channel | Direction | Status | Provenance | Party | Subject / Preview | Template |
|---|---|---|---|---|---|---|---|
| May 1, 10:00 AM | SMS | Outbound | Draft | Human-Created | Maria Velasquez | Hi Maria, thanks for joining us at the Retirement Roadmap workshop. Want a private 30-min review at no cost? Reply YES and we will send times. — E.A. Pinder | 24h Event Follow-Up (SMS) |
| May 1, 12:00 PM | Internal Note | Internal | Sent | Human-Created | Maria Velasquez | Spoke with husband at the workshop — they are interested in life + retirement review. | — |
| May 2, 11:00 AM | Inbound | Received | Imported | Walter Holland | Re: Your appointment with E.A. Pinder is setConfirmed — see you Thursday. Thanks, Walter | Appointment Confirmation (Email) |