{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/73a1f2d2ce0a42c0a24f0a1e2a7816d2\" frameborder=\"0\" width=\"1152\" height=\"864\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":864,"width":1152,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":864,"thumbnail_width":1152,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/73a1f2d2ce0a42c0a24f0a1e2a7816d2-1663081921486.gif","duration":1561,"title":"Convertifi Appointment Management System Overview","description":"00:00 Introduction\n00:38 Customers Overview\n01:36 Meaning of the Health Field in the Customers by Health View\n01:54 Why You Should Always Hover Over the Info Icon\n02:30 Importance of Filling in the Internal and External Channel Name Field\n02:49 Importance of Including the Pound (#) Sign When Filling in the Internal and External Channel Name\n04:04 Customers Reporting Views\n05:27 Appointment Management Overview\n05:58 Importance of Marking the Checkbox Once a Call is Attended\n06:42 Importance of Filling in Attended, Outcome, and Went into Negotiation Fields\n07:31 Appointment Management Views\n08:49 Calendar View\n09:30 Team Member Views\n09:47 Adding a New ISA in Team Member Views\n10:20 Importance of the New Appointment Form\n10:43 Purpose of the Appointment End Date and Time\n11:30 Contacts/Agents Overview\n12:09 Importance of Filling in the Email Address\n12:48 Team Overview\n14:07 Statistics Views\n14:35 Call Logs Overview\n15:27 Lead Total Monthly Logs Overview\n16:00 Marking the Charged? Field to Keep Track of Billing\n16:09 Purpose of the Cost Per Lead Lookup Field\n16:32 Importance of the Lead Total Monthly Log Form\n16:44 Reporting Automation\n17:11 Monthly Lead Report Slack Message\n17:58 How the Lead Total Monthly Log Form and Customers External Channel are Connected\n18:23 Demonstration of Filling in the Lead Total Monthly Log Form\n19:15 Lead Total Monthly Logs Views\n20:04 Lead Total Weekly Logs Overview\n20:38 Weekly Lead Report Slack Message\n21:28 Lead Total Weekly Logs Views\n21:56 Purpose of the Lead Total Weekly Logs Table\n22:26 Onboarding Form Overview\n22:43 Testimonials Form Overview\n22:58 Offboarding Form\n23:05 Autopsy Entries Overview\n23:40 Templated Project Plan\n24:12 Task Master\n24:20 Trainings and SOP"}