{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/b139afffa7474d0e8f75a6dfa1dec7c2\" frameborder=\"0\" width=\"1440\" height=\"1080\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1080,"width":1440,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1080,"thumbnail_width":1440,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/b139afffa7474d0e8f75a6dfa1dec7c2-00001.gif","duration":50.166666666666664,"title":"Referral Process and Assigning Tasks","description":"In this Loom, I discuss a recent customer referral received via Advisory Vault. I explain the steps to take when we receive a referral, including assigning tasks to the appropriate team members. I also emphasize the importance of reaching out to the customer and informing them about our call. Lastly, I suggest adding this process to our referral process documentation. Watch the Loom to learn more about how to handle referrals and assign tasks effectively."}