{"type":"video","version":"1.0","html":"","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/e6b5f988446c4451ab5d9f73c003caa7-4bf3872eaa56b711.gif","duration":3373.458333,"title":"LeadCenter Sales Pipeline and Workflow Best Practices","description":"This Loom covers best practices for managing sales operations from Lead Center’s CRM, with a focus on how to use the sales pipeline effectively. It explains the home dashboard and real time KPIs, then details how the pipeline stores leads from sources like calls, email redirects, and form submissions, with recommended simplified stages using one open stage and closed stages such as “became clients” and “lost,” plus “attempting,” “first appointment,” “bending,” and “became clients.” It also shows how to engage contacts from the pipeline via calls, email, text templates, and appointments, and how workflows can automatically update stages after actions like creating an appointment. Finally, it reviews task management, including task lists and assigning due dates and reminders, and briefly touches on CatchLight enrichment and lead contact verification rules."}