{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/a086f8a1f72f43a8bcacea628e5b3c79\" 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/a086f8a1f72f43a8bcacea628e5b3c79-2126f6e3dd34d69a.gif","duration":155.328,"title":"Navigating Lead Operations and Search Features for Efficient Client Management 🚀","description":"In this video, I walk you through the new features available in Lead Operations and Lead Search, highlighting the ease of creating a new lead from various screens. I explain how statuses update automatically based on the application process and how to select appropriate dispositions for leads. Additionally, I cover options for editing client data, accessing marketing references, and retrieving credit reports. Please take a moment to familiarize yourself with these functionalities, as they will streamline our lead management process."}