video1.0<iframe src="https://www.loom.com/embed/8685be66f4b841dbb66110b1fe0fc75e" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/8685be66f4b841dbb66110b1fe0fc75e-1716197263819.gif489.033In this video, I explain how to navigate the opportunities tab and utilize the pipeline to keep track of leads and clients. I also discuss the importance of automations and how they can make the process easier. Action requested: Watch the video to learn how to effectively manage leads and automate follow-ups.