| Clients | Reads Clients to match calls, including dialer calls by phone |
| Requests | Reads recent Requests to match calls; notes go to the Request’s Client |
| Quotes | Reads Quotes to match calls |
| Jobs | Reads recent Jobs to match calls |
| Visits | Reads upcoming Visits on Jobs to show the rep’s appointments |
| Assessments | Reads upcoming Assessments on Requests to show the rep’s appointments |
| Notes | Adds a pinned note with the summary and action items to the Job, Quote, or Client |
| Custom fields | Creates four Sales Ask fields on Clients, Quotes, and Jobs, and fills them after each call |
| Team members | Matches reps to the team members assigned to Visits and Assessments, by email |
