{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/9dbbff61b63a400d9ed0b588b6e53169\" 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/9dbbff61b63a400d9ed0b588b6e53169-cc0f816974e31608.gif","duration":3762,"title":"Mastering Financial Advisor CRM - Overview of LeadCenter","description":"This Loom provides an overview of using Lead Center as a financial advisor CRM, focusing on contact management and advanced searching. It explains how to switch to the servicing advisor view to simplify the interface, and distinguishes managing records via the Contacts page versus the Pipeline page, noting that removing a contact from the pipeline does not remove it from the contacts database. It covers household and company views, key search behaviors such as not searching by middle name, and filtering with both simple filters saved per user and advanced filters, including reusable contact segments used in workflows and email marketing. It also highlights managing tasks, notes, and documents, including private document uploads, and mentions that a new AI agent feature and updates to task management and calendar integrations are in testing or planned for the near future."}