video1.0<iframe src="https://www.loom.com/embed/9ee6e0e480f34d54a3f7c5912cf33fc4" frameborder="0" width="1672" height="1254" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12541672Loomhttps://www.loom.com12541672https://cdn.loom.com/sessions/thumbnails/9ee6e0e480f34d54a3f7c5912cf33fc4-1698932365193.gif321.23333333333363In this video, I will review how Call-Rail integrates with my case's LEED or CRM function. We will go through the process step by step, from logging into Call-Rail to placing a call and recording the conversation. I will show you how to navigate to my case and refresh the system to see the processed call. We will also explore how Call-Rail brings over important information, such as the lead's name and custom fields. By the end of this video, you will have a clear understanding of how the Call-Rail integration works and how it can benefit our workflow.