{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/9496c92aa0ea4aa0b9e718177d90b8a4\" 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/9496c92aa0ea4aa0b9e718177d90b8a4-47bd6eef52961589.gif","duration":180.267,"title":"Managing Client Assignments and Merging Profiles in CRM","description":"In this video, I walk you through how to pull client lists from our CRM system, focusing on filtering by top spend and assigning clients to team members. I demonstrate the 'Assign All' feature, which allows for bulk assignments to one or multiple associates, and explain the round robin method for evenly distributing clients among selected team members. Additionally, I cover how to merge duplicate profiles, emphasizing that you can only merge two at a time. Please make sure to familiarize yourself with these features, as they will streamline our client management process."}