video1.0<iframe src="https://www.loom.com/embed/874705d4bfe04c5e9360b6b832b61a7a" frameborder="0" width="1548" height="1161" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>11611548Loomhttps://www.loom.com11611548https://cdn.loom.com/sessions/thumbnails/874705d4bfe04c5e9360b6b832b61a7a-24a81b130f8dddb8.gif567.96In this video, I walk you through how to effectively use filters in our CRM to sort clients. We’ll cover how to assign drip tags based on client roles and urgency, which will help streamline our communication and follow-ups. I encourage you to customize your filters to better manage your leads and ensure you’re focusing on the right clients. Please make sure to reach out if you have any questions!