video1.0<iframe src="https://www.loom.com/embed/30cd8f3f6c0641bcac580b36ff96baa7" frameborder="0" width="1152" height="864" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8641152Loomhttps://www.loom.com8641152https://cdn.loom.com/sessions/thumbnails/30cd8f3f6c0641bcac580b36ff96baa7-00001.gif60.166666666666664In this video, I provide a quick walkthrough of a shared view of my CRM. I explain the different phases of relationship building with businesses and how I identify the ones with the most potential. I also show how I list the businesses, add notes, and include important information like past correspondence and estimated revenue. Watch this video to get a better understanding of my CRM process and how it can help us acquire new businesses.