1. Contact, property & call permissions
Confirm the CRM contact and actual property before linking calls. Recording and AI permission must have evidence; leave them unchecked until confirmed.
2. Calls & proposed changes
AI suggestions are unapproved. Read the source excerpts and choose the fields to accept. A reviewed call does not approve a scope or create a contract.
3. Review & approve scope
4. Reviewed documents & project
Register the exact reviewed source document and required signer identities. The server checks completion with the provider; admins cannot mark a document signed here.