video1.0<iframe src="https://www.loom.com/embed/557323a066544455aefb7d2f194a8193" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/557323a066544455aefb7d2f194a8193-1721031274095.gif845.449We walk you through creating a new lead automation, defining what a new lead means, setting up conditions based on client actions, and managing lead stages effectively. We demonstrate how to use record creation dates, activity checks, and tag management to streamline your lead funnel. Watch to optimize your lead management process!