video1.0<iframe src="https://www.loom.com/embed/9496c92aa0ea4aa0b9e718177d90b8a4" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/9496c92aa0ea4aa0b9e718177d90b8a4-47bd6eef52961589.gif180.267In this video, I walk you through how to pull client lists from our CRM system, focusing on filtering by top spend and assigning clients to team members. I demonstrate the 'Assign All' feature, which allows for bulk assignments to one or multiple associates, and explain the round robin method for evenly distributing clients among selected team members. Additionally, I cover how to merge duplicate profiles, emphasizing that you can only merge two at a time. Please make sure to familiarize yourself with these features, as they will streamline our client management process.