{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/fe3317bb29544f40838b1acfadc52638\" 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/fe3317bb29544f40838b1acfadc52638-7ac62532ed59d303.gif","duration":243.277,"title":"How to Call and Track Qualified Leads","description":"This Loom explains how to manage qualified leads in the CRM after the team calls and qualifies them. It instructs viewers to call the qualified lead using the client number or phone button, then drag and drop the lead into the correct opportunity status such as quote or quote sent, to track consult to quote or booking to quote rates with a goal above 90%. It also covers how to handle non-pickups by not marking leads lost until multiple calls are attempted within the first few days, and to apply an explicit lost reason when they are truly unqualified. The Loom notes there are typically 11 lost reasons so the team can improve conversion rates."}