video1.0<iframe src="https://www.loom.com/embed/9325f8a2e30f4e8d82a78fec42351df6" frameborder="0" width="1904" height="1428" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14281904Loomhttps://www.loom.com14281904https://cdn.loom.com/sessions/thumbnails/9325f8a2e30f4e8d82a78fec42351df6-8a824414c1154b16.gif545.899In this first installment of the CIR Pacific Windows Select Remodeler training on our new CRM, I walk you through how leads enter the system and how to manage them effectively. Leads primarily come from our Sierra Pacific Windows Select Remodeler website, where homeowners can schedule free in-home estimates. I also explain how territory managers can manually add leads and how you can view and organize these leads on your dashboard. Please make sure to utilize the contact card for homeowner details and remember to save any changes you make. Your engagement with this CRM is crucial for keeping track of leads and ensuring smooth communication with your team.