{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/b7e96e7f8862493fa368e01a268bab5b\" 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/b7e96e7f8862493fa368e01a268bab5b-c3ad07ea60e7bced.gif","duration":1244.212,"title":"CRM Training, Dashboard to Follow Ups","description":"Hey everybody, I walked you through our CRM, starting with the Dashboard to see your total upsheets, e leads, manual upsheets, sold, delivered, lost, and closing percentage. Then I showed how your day runs from 8.45, with a goal of 75 to 100 phone calls and getting your fresh list and needs reply handled before the morning walk and sales meeting. In follow ups, you use our numerical system, where 33 percent of sales happen within the first four days, and 32 percent after follow up seven, and you keep adding tasks until follow up 12 when you mark warm and move on. I also explained the hit list for appointments and the time zone call order. No specific action was requested beyond following this workflow each day."}