{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/a9675e7b5aa34a88894fb92d2081df53\" 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/a9675e7b5aa34a88894fb92d2081df53-f5a8217694a9e3f4.gif","duration":222.403,"title":"Part 3: Managing Leads Between Sales 3.0 Pipelines","description":"This Loom explains how to move leads from version 2.0 into 3.0 without creating duplicates and how automated follow ups work in the Sales pipeline. It advises manually adding leads to 3.0 via Sales and then filling out the TCS mirror form, while avoiding duplicates because TCS treats new submissions as new customers even if they are already in Leads. For existing leads that should transition, it recommends renaming them with a marker like “website test 2.0” and re-entering them into 3.0. In 3.0, leads cannot be dragged between stages; instead, follow ups are managed under Activities by marking items complete so the deal advances from day 2 to day 3 and triggers the next email, with pending tasks filterable in View Activities."}