video1.0<iframe src="https://www.loom.com/embed/0c6dcb1ac2ff460bbb362e8171f096ba" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/0c6dcb1ac2ff460bbb362e8171f096ba-d500390130b999c8.gif321.174In this video, I walk you through how to manage leads in my pipeline effectively. When you call someone, make sure to take notes on the left side of the screen and save them to avoid losing any information. If you have a good conversation and feel close to closing, tag yourself with your name in the opportunity details so I know you're working on it. Additionally, if a lead isn't viable, use the appropriate tags like 'Retail Lead' or 'Rural' and move them to dead. Remember to book appointments in your calendar when necessary.