video1.0<iframe src="https://www.loom.com/embed/33349d66bfc1458f8477aad152eee978" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/33349d66bfc1458f8477aad152eee978-00001.gif179.361In this video, I will show you how to use the leads tab to add potential clients without making them official clients yet. I will explain the process step by step, including how to gather information, choose the source, set the client's status, add internal notes, and include referral information and tags. Finally, I will demonstrate how to convert a potential client into a real client. Pay close attention to the instructions as there are important tasks for you to complete.