{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/1bf1de2d2b4e4a06989c51e4bb6bcac1\" frameborder=\"0\" width=\"1108\" height=\"831\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":831,"width":1108,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":831,"thumbnail_width":1108,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/1bf1de2d2b4e4a06989c51e4bb6bcac1-12b7f8eef74fc32a.gif","duration":149.767,"title":"How to Add a Client in the Install Pipeline","description":"This Loom explains how to add a client to your install pipeline and what information to collect for a successful decision and matching. It walks through navigating to Pipeline, selecting Install, and tracking progress as the install moves left to right. On the install page, it emphasizes entering the decision maker’s email and phone number, the practice role, and the exact address since many practices share similar names and locations. It also notes including the PMS used when known and specifying which growth team members should have access to the person’s information, along with helpful notes like the office manager’s name."}