{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/979120c396dd4141b67c8086e65b9195\" 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/979120c396dd4141b67c8086e65b9195-cbbfccbb16a9d425.gif","duration":208.186,"title":"How to Add Associations in Client Management","description":"In this video, I walk you through the process of adding associations, which connect multiple clients through relationships like friendships or referrals. We start by selecting an account and identifying the individuals involved, such as Eduardo referring his friend Joshua. It's important to note that the associations field is directional, indicating who is doing the referring. After adding the association, we also log a note in the activity history to document the referral. Please make sure to follow these steps carefully when adding associations in your accounts."}