video1.0<iframe src="https://www.loom.com/embed/133facca5583469aad0aa05e96d482d4" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/133facca5583469aad0aa05e96d482d4-a18d61f5ad10cfee.gif244.037In this video, I walk you through efficiently navigating our client list. I explain how to use the status fields to manage active clients and those in different stages. I demonstrate creating personalized pipeline views to streamline your client management. No specific action is requested, but understanding these navigation tips will enhance your client list experience.