{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/a67b3d7cef604bac8d353fa7722d4529\" 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/a67b3d7cef604bac8d353fa7722d4529-d806b3cc12c0a044.gif","duration":272.536,"title":"Conversations-Starting Leads, Quotes, Sales Orders or a Service Request-March 2025","description":"In this video, I walk you through how to initiate a quote, sales order, or service ticket directly from conversations. I demonstrate using the conversations window and the quick pop-up feature, making it simple to respond to customer requests. I also highlight how customer information is automatically filled in when starting a quote. Please make sure to follow the steps I outlined to streamline your process."}