video1.0<iframe src="https://www.loom.com/embed/3633e70b0dc84f8c9b7328873de1ff89" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/3633e70b0dc84f8c9b7328873de1ff89-d95ccc817c0e522b.gif443.187This Loom explains a customized CRM system for managing booked meetings, assigning them to sales reps, and logging outcomes. The supervisor can see all meetings, assign them to specific reps, and control what participants can view through private versus public sharing rules. Sales reps get a focused mobile and web view showing only meetings assigned to them, with options to update status and notes and view additional meeting details. The workflow also updates a pipeline so that when a meeting reaches a successful stage, a deal is created and the process continues. The speaker suggests that similar custom logic can be built on top of CRM modules like meetings, leads, or deals.