{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/69dc44c593294558b1a5cef504a62a04\" 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/69dc44c593294558b1a5cef504a62a04-85e31077b5ecebdf.gif","duration":361.683333,"title":"Lead Creation and Key Settings","description":"This Loom explains how the sales pipeline works in Jack, focusing on creating and managing leads. It covers how leads move from stages like new lead, follow-ups, pending response, and meeting through to estimates and jobs, and how you can modify stage names and set conversion rates in Data Setup. It also shows how lead sources and lead statuses are configured, and how project types control the lead structure, including default folders and document tracking such as client details and plans for single story. The video then demonstrates creating a lead with details like client attachment, postcode (Adelaide), project type (single story), and adding it to the pipeline with a pre-created folder for client communications."}