{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/536b76fcef5f42faae34be8688a8845a\" frameborder=\"0\" width=\"1982\" height=\"1486\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1486,"width":1982,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1486,"thumbnail_width":1982,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/536b76fcef5f42faae34be8688a8845a-8af578c81dfa9325.gif","duration":486.961,"title":"BrokerPlus Explainer - Contacts and CRM","description":"This Loom explains how to manage contacts in BrokerPlus, including importing, filtering, and viewing contact details. It covers pulling contacts automatically from deals and signup files, plus bulk importing via Excel or CSE with mapping. Viewers can filter contacts by partner role, tags, attention, type, status, deletion, and duplicate detection with a merge flow that keeps all emails and details by adding additional phone numbers and emails. The contact profile shows key information at a glance, including deals, tasks, notes, activity, personal context, referrals, Pulse automations, PEP screenings, statistics, and options to create a deal, request a document, email, or delete."}