video1.0<iframe src="https://www.loom.com/embed/70bb6ff054ae47edaac21258227fbd6f" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/70bb6ff054ae47edaac21258227fbd6f-9fdecf74f33fcb21.gif424.5495In this video, I discuss essential steps to take after receiving a call, focusing on how to categorize contacts and create opportunities in CareFunnels. I emphasize the importance of properly labeling contacts as clients or caregivers and manually creating opportunities for leads that may not convert immediately. I also share insights on tracking leads that express interest but may not follow up. Please make sure to implement these practices in your workflow.