{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/5564a62a22b44e1892cd3083507e2b67\" 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/5564a62a22b44e1892cd3083507e2b67-4e3bf5d996b593c7.gif","duration":470.391,"title":"Managing Referral Partners Effectively in Carefunnels","description":"In this video, I demonstrate how to use the new Referral Partners tool in Carefunnels to track our referral sources and manage relationships with businesses. I show you how to add a referral partner, such as New York Hospital, and how to associate contacts and clients with them. This includes linking notes and tracking opportunities to evaluate the effectiveness of our partnerships. I encourage you to explore this tool to enhance our referral management process."}