{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/ce6fc8f5f04649ea81a1319763cd0b73\" 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/ce6fc8f5f04649ea81a1319763cd0b73-e3e95653d9bfe66f.gif","duration":389.436,"title":"CSV Import and Pipeline Update Guide","description":"I walked you through how to import transactions from another source using a CSV by going to Import, then matching your CSV fields to the right contact and opportunity fields. I emphasized mapping key date fields like acquisition date, funded date, and especially close of escrow, plus client, address, and agent fields, and adding purchased date for flips and assigned date if missing. After the import, you confirm missing info, set the correct pipeline and stage, and update close dates if they were empty. The main action for you is to review and fix any missing or incorrectly uploaded deals."}