<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/2096677f02b04d73a113f662dd5fb7f8&quot; frameborder=&quot;0&quot; width=&quot;1152&quot; height=&quot;864&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>864</height><width>1152</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>864</thumbnail_height><thumbnail_width>1152</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/2096677f02b04d73a113f662dd5fb7f8-9e5eb3c639bafc35.gif</thumbnail_url><duration>185.728</duration><title>CRM Training: Contacts Tab</title><description>I walked through the Contacts page basics in our system. It stores all of your leads and lets admins access options like mass SMS and mass emails, while everyone can search and use advanced filters to find profiles and create lists. I showed how to open a contact to review their SMSs, text backs, calls completed, pipeline stage like New Lead and Meta, plus recent activity, notes, appointments, and documents. I also covered how to use the Tasks tab for today, tap a contact, and add call notes with a check mark, using abbreviations like LVM or no VM and including initials.</description></oembed>