{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/4577b825b54549ba8d0f83e489e01bff\" frameborder=\"0\" width=\"1280\" height=\"960\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":960,"width":1280,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":960,"thumbnail_width":1280,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/4577b825b54549ba8d0f83e489e01bff-b3252be0b8fdf61a.gif","duration":318.76845,"title":"Customer Intake Process: Create Customer + Schedule Appointment","description":"In this training video, I walk you through the customer intake process, demonstrating how to input customer information, create a new project, and schedule an evaluation all from one place. I highlight the importance of filling out customer details accurately, including additional contacts and project notes, while ensuring we utilize our integrated Google features for address verification. I also show you how to schedule appointments using our calendar, emphasizing the need to notify customers once the appointment is confirmed. Please remember to check the Help Center for further guidance on editing marketing options if needed. Thank you for watching, and I hope you find this tutorial helpful!"}