video1.0<iframe src="https://www.loom.com/embed/0cf2036e69b847e389a5952f4e0a8543" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/0cf2036e69b847e389a5952f4e0a8543-1692903970436.gif258.92In this video, I walk you through the process of updating account information for a customer who wants a termite inspection. I explain how to change the customer's marketing type, remove outdated prices, and schedule the inspection. I also show you how to set up an automation to notify the team once the inspection is complete. No action is required from you, but please watch the video for a better understanding of the process.