{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/a3af6c209deb43b29f971a4a4f1dd004\" frameborder=\"0\" width=\"1280\" height=\"960\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":960,"width":1280,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":960,"thumbnail_width":1280,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/a3af6c209deb43b29f971a4a4f1dd004-7634c3cffc767d25.gif","duration":244.23,"title":"Using the CRM Leads Tool: Setting Up Statuses and Sources","description":"In this video, I walk you through how to effectively use the CRM leads tool, including setting up lead statuses and sources. Leads are potential customers that we aim to qualify and convert into actual buyers, and I demonstrate how to create new statuses and sources like 'trade show' for tracking. I also show you how to add these to your leads in the CRM system, where you can input general information similar to creating a customer file. Please ensure you set up your lead statuses and sources before adding leads to streamline your workflow. Let’s get started on enhancing our lead management process!"}