{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/42779208647348ec9e4baaab328175a5\" frameborder=\"0\" width=\"1400\" height=\"1050\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1050,"width":1400,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1050,"thumbnail_width":1400,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/42779208647348ec9e4baaab328175a5-1bec3b762a7a1d3e.gif","duration":282.134,"title":"Mastering Your CRM Follow-Up Lists for Success 📅","description":"In this video, I walk you through how to effectively use the follow-up list feature in our CRM. I demonstrate how to access your follow-up list from the dashboard, which is crucial for daily tasks, and how to contact individuals directly from the CRM, like sending an email to Chuck Norris. I also explain how to log your interactions and adjust follow-up schedules based on the contact's preferences, whether it's daily, weekly, or even yearly. I encourage you to clear your follow-up list daily and keep track of your communications to maintain strong relationships. Make sure to adjust follow-up frequencies as needed to stay organized!"}