<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/750b1e7f3d114811b308be44508a2754&quot; frameborder=&quot;0&quot; width=&quot;1280&quot; height=&quot;960&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>960</height><width>1280</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>960</thumbnail_height><thumbnail_width>1280</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/750b1e7f3d114811b308be44508a2754-f6826bd4a77ff532.jpg</thumbnail_url><duration>357.199</duration><title>⚫️ Platform Overview: Pipelines, conversations, and contacts</title><description>Know your system

This walkthrough covers the two places you will spend most of your time in REI Pulse: the Contacts, Conversations and Opportunities tabs. It breaks down the four default pipelines (Acquisitions, Dispositions, Lead Gen, and Dropped), how leads flow through each one, and when deals move between them. It also covers how Contacts work, how to use filters, tags, and bulk actions, and how a single contact can have multiple opportunities. Finally it shows how the Conversations tab connects everything, giving you full history, notes, and direct access to the opportunity from one place.</description></oembed>