video1.0<iframe src="https://www.loom.com/embed/7cb83dec48274db7a979fdc639e8ddfd" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/7cb83dec48274db7a979fdc639e8ddfd-9111cb440215e4ba.gif510.665In this video, I walked through the process of updating our CRM after a sales call, specifically for a lead we recommended the Scale package to. I emphasized the importance of tagging the lead with the agency type and time zone, and moving them through the appropriate stages in our pipeline, including tagging them as proposed. I also highlighted the need to set an expiration date for the proposal and create a follow-up task for every lead to keep our workflow organized. Lastly, I demonstrated how to share the meeting recording and send a summary email to the agent using Avoma. Please ensure you follow these steps for every lead to maintain consistency and efficiency in our process.