Intro/conversion suggestions come from Momence via Supabase; cancellation suggestions arrive in real time from the cancellation form. Add a client, work the list, tick off each step, and jot notes as you go.
Real-time submissions from the cancellation form. Actionable ones also appear as suggestions in the call queue (left column).
Reasons come from the suspension form’s real-time submissions. Suggestions below come from Momence’s freeze flag instead, for freezes processed without the form.