{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/7cb83dec48274db7a979fdc639e8ddfd\" 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/7cb83dec48274db7a979fdc639e8ddfd-9111cb440215e4ba.gif","duration":510.665,"title":"Efficient Lead Management and Follow-Up Process in AgencyZoom 🚀","description":"In this video, I walked through the process of updating our CRM after a sales call, specifically for a lead we recommended the Scale package to. I emphasized the importance of tagging the lead with the agency type and time zone, and moving them through the appropriate stages in our pipeline, including tagging them as proposed. I also highlighted the need to set an expiration date for the proposal and create a follow-up task for every lead to keep our workflow organized. Lastly, I demonstrated how to share the meeting recording and send a summary email to the agent using Avoma. Please ensure you follow these steps for every lead to maintain consistency and efficiency in our process."}