video1.0<iframe src="https://www.loom.com/embed/2e998e66f43c4d56ba8c116a231f0767" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/2e998e66f43c4d56ba8c116a231f0767-4c7e3ab2a331c0c1.gif119.147Hey team, in this video, I provided an overview of the client interface, highlighting key features like accessing credit reports, editing client information, and managing finances through income and expenses. I also discussed how to utilize the sales questionnaire and track tasks and notes, which will carry over to our service team. Additionally, I pointed out the pipeline and performance reports available for monitoring our month-to-date sales. Please make sure to familiarize yourselves with these tools to enhance our workflow. Let me know if you have any questions!