{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/157b9969c1f84b51827a03fcb4fb3fe7\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/157b9969c1f84b51827a03fcb4fb3fe7-23510c8659ea2d6f.gif","duration":208.788,"title":"Understanding the Lead Tab","description":"In this video, I walk you through the Lead tab, which displays essential marketing information about potential clients. I highlight how leads are sourced, the importance of adding insurance details, and how to assign ownership to team members. Additionally, I explain how to customize lead profiles with specific questions and change lead statuses. Please make sure to familiarize yourself with these features as they are crucial for managing our leads effectively."}