{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/ad0d50729ff84660b5857afc16d9993d\" 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/ad0d50729ff84660b5857afc16d9993d-201627e621bdf03a.gif","duration":590.519,"title":"Onboarding a New Closer: Setting Up Accounts and Lead Assignments","description":"In this video, I walk you through the process of onboarding a new closer or lead manager, from creating their account to assigning them leads. I demonstrate how to set their roles and permissions, ensuring they only have access to the necessary data, and I troubleshoot common issues like refreshing the page when changes don’t appear. I also cover how to assign leads, particularly focusing on aged data and ensuring the new closer can see the appropriate leads. Please make sure to follow along and implement the steps as I outline them, especially when it comes to assigning leads and setting up automations."}