Frequently Asked Questions
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What happens to the lead profile if I do not contact the prospect immediately?
The complete lead profile including the AI consultation transcript, V-Score rating, and case brief remains accessible in your account indefinitely. There is no expiration on lead profile data, and you can review the transcript and case materials at any time regardless of when first contact is initiated.
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Can multiple team members access the same lead profile simultaneously?
Yes. The shared lead dashboard allows any authorized team member to access the lead profile, review the transcript, and participate in the secure messaging conversation. All team interactions are logged and visible to authorized users, creating a complete audit trail of every communication with each prospect.
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