{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/9d5b1b4992344c9cb058d16da96b8323\" frameborder=\"0\" width=\"1660\" height=\"1245\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1245,"width":1660,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1245,"thumbnail_width":1660,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/9d5b1b4992344c9cb058d16da96b8323-06721eab33bc21c0.gif","duration":663.002,"title":"How to Manage CRM Leads and Follow-Up","description":"This Loom explains how to navigate the CRM to prioritize and follow up warm leads for summer clinics. The presenter recommends focusing in Opportunities on the most recent opt-ins, starting with 27 people who recently responded to ads, and using registration tags and dates to order outreach, including clinics on May 16, May 30, and June 6. Leads stay in the follow-up stage until they explicitly decline or register; once registered, outreach is complete and the team later updates details and moves them to closed opportunities. If someone is not interested, they are moved to a lost stage with a stated reason such as cancelled slash rescheduled."}