Step 1 Just say what happened
Listening
Invoke Echo anywhere, one hold
Echo
Got it. Here is what I caught, tap to confirm or fix any one.
"Went well. She's interested, but wants financing sorted before she commits. Circle back next week."
Tap a row to edit. All right? Confirm the recap.
Done In the CRM before the car starts
Logged to Marina Reyes
Interested, Financing, Follow-up
Synced in 2 seconds, no typing
The next step fired itself
Cadence scheduled a +7 day follow-up
Sequence armed, reminders set
JobTread record updated
Status set, note attached
Financing one-pager queued
Sends after you leave the drive