{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/324bb897952f4cfe9042a4afd82f66ee\" frameborder=\"0\" width=\"1904\" height=\"1428\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1428,"width":1904,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1428,"thumbnail_width":1904,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/324bb897952f4cfe9042a4afd82f66ee-7ea953e4d736c960.gif","duration":112.406,"title":"Accessing and Managing Your Lead Files Efficiently 📂","description":"In this video, I’ll guide you through accessing your files within your lead records. You’ll learn how to navigate to the files tab from your lead record, where you can find documents, quotes, and invoices. I recommend using pre-set templates to save time when sending these files. Remember to fill in all merge field data and use the gold actions to send or add recipients. Please make sure to follow these steps to streamline your process!"}