video1.0<iframe src="https://www.loom.com/embed/0c6b1ed0a34e4872800d2a8dffed24f4" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/0c6b1ed0a34e4872800d2a8dffed24f4-64a1fd38fe60e278.gif94.097In this video, I demonstrate how to match leads and jobs in Chariot with existing customers efficiently. By following simple steps in the intake tab, you can easily link jobs to the right customers, ensuring no information remains siloed. Take note of the exact matches in names, phones, and emails for seamless linking. No action requested.