video1.0<iframe src="https://www.loom.com/embed/479a408d3efc47fd86bda0e5c4fc9ecc" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/479a408d3efc47fd86bda0e5c4fc9ecc-99db5bf6c795c5fd.gif46.094This Loom highlights red flags to watch for in client meeting records and how to properly link them to client intelligence. The speaker points to a table with fields like title, date, status, and time, and advises that when the client name column shows “link,” it should be connected to the appropriate client. They also explain linking the email that attended the meeting, or if no attendee email is present, finding the relevant email such as “Camden” at “ping.”