video1.0<iframe src="https://www.loom.com/embed/80bb6601b8fd447d9814f77874906f88" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/80bb6601b8fd447d9814f77874906f88-e4c2bb29427b0acd.gif63.745In this video, I demonstrate how to quickly find a client profile using the search bar located in the top right-hand corner. I recommend searching by last name, but you can also enter both first and last names for more specific results. I highlight that clients with dots next to their names are assigned to me, while others may be unassigned or assigned to different associates. Once you locate the client, you can access their full profile, including data and sales history, and send them messages. I encourage you to familiarize yourself with this process to enhance your efficiency on the floor.