{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/ce233c7d6f524197a24623ef5e4080f8\" frameborder=\"0\" width=\"1548\" height=\"1161\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1161,"width":1548,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1161,"thumbnail_width":1548,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/ce233c7d6f524197a24623ef5e4080f8-4d1b07b7bc67ee4b.gif","duration":294.504,"title":"Logging Client Events in CRM","description":"In this video, I walk you through the process of logging events with clients in our CRM, which is essential for tracking interactions and managing client relationships effectively. I demonstrate how to access the events tab, log different types of interactions, and filter timelines to find key information. It's crucial to keep this updated so you can easily recall past interactions, especially when preparing for future communications. Please make sure to start logging your client events regularly to enhance our workflow."}