video1.0<iframe src="https://www.loom.com/embed/84e9b8c462d74afb9a68000cff988fa8" frameborder="0" width="1894" height="1420" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14201894Loomhttps://www.loom.com14201894https://cdn.loom.com/sessions/thumbnails/84e9b8c462d74afb9a68000cff988fa8-3fcda5c835089189.gif515.414In this video, I provide insights into how we built our CRM functions at Wow Video Tours, focusing on the redesigned agent grid. I demonstrate how to customize the grid to include essential columns like last contact date, next contact date, and contact notes, which help streamline client communication. I emphasize the importance of always setting a next contact date after reaching out to clients, ensuring no follow-ups are missed. I encourage you to utilize this system to maximize your time with clients and improve your business operations. Please share your feedback on how you're using this tool by reaching out to hello at spiro.media or clicking the pink chat bubble.