{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/2e998e66f43c4d56ba8c116a231f0767\" 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/2e998e66f43c4d56ba8c116a231f0767-4c7e3ab2a331c0c1.gif","duration":119.147,"title":"Client Overview and Features Walkthrough","description":"Hey team, in this video, I provided an overview of the client interface, highlighting key features like accessing credit reports, editing client information, and managing finances through income and expenses. I also discussed how to utilize the sales questionnaire and track tasks and notes, which will carry over to our service team. Additionally, I pointed out the pipeline and performance reports available for monitoring our month-to-date sales. Please make sure to familiarize yourselves with these tools to enhance our workflow. Let me know if you have any questions!"}