video1.0<iframe src="https://www.loom.com/embed/91a3c32395824e7ca1471f74c38bc329" frameborder="0" width="1696" height="1272" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12721696Loomhttps://www.loom.com12721696https://cdn.loom.com/sessions/thumbnails/91a3c32395824e7ca1471f74c38bc329-4c7a97eae21d3869.gif225.643In this video, I walk you through the context page and how to navigate it effectively. You'll learn how to add new records, search for existing ones, and manage communications with clients. I also cover how to set tasks and appointments, which will help streamline your workflow. Please make sure to familiarize yourself with these features, as they are essential for our daily operations.