{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/f256d4b5364242cd9121a261aea6cd9c\" 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/f256d4b5364242cd9121a261aea6cd9c-84f9f64538ffc761.gif","duration":88.9,"title":"Assign Internal Contacts","description":"In this video, I walk you through the process of assigning internal contacts at the Strategy, Product, Vehicle, and Requesting Firm levels. I demonstrate how to navigate to the Requesting Firms page and explain both bulk and individual assignment methods. For bulk assignments, you can select entities using the check box, while for individual assignments, you’ll access the entity profile page and use the associated contacts tab. I recommend marking these internal contacts as primary to ensure they receive all relevant notifications. Please take a moment to review this process and implement it as needed."}