{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/83b351c9c3e0451a9024068cd7c590e3\" 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/83b351c9c3e0451a9024068cd7c590e3-191a234a7e794315.gif","duration":224.736,"title":"Enhancing Client Interaction Tracking for Better Team Collaboration ","description":"In this video, I walk you through how to track notes and conversations with clients, prospects, or partners within our system, which is essential for maintaining a 360-degree view of interactions. I demonstrate how to add notes under specific plans, categorize them, and tag relevant team members, using an example of a call with Bill regarding discrimination testing. I emphasize the importance of documenting these interactions for effective team coverage and communication. Please make sure to utilize this feature to enhance our client onboarding process and keep everyone informed. Let’s ensure we’re all on the same page moving forward!"}