video1.0<iframe src="https://www.loom.com/embed/ae367bb23bd142788211b27656e8c181" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/ae367bb23bd142788211b27656e8c181-c32bf00e6530a3f7.gif3373.458333This Loom covers best practices for managing sales and operations in Lead Center, focusing on how to run the day using the home dashboard and sales pipeline. It explains real-time KPI tracking (for example, last seven days, last 30 days, and last three months) and how the sales pipeline is designed to show key lead details without opening each contact. The presenter recommends keeping pipeline stages simple with system open stages and only one stage between first appointment and becoming a client, then tracking opportunities using financial accounts in stages like bending and forecasted. It also demonstrates engaging leads from the pipeline via phone, email, text, and appointment creation, including using workflows to update stages, and gives a quick overview of task management and notifications.