video1.0<iframe src="https://www.loom.com/embed/b8067520c6c8415296c770613c49625f" frameborder="0" width="1728" height="1296" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12961728Loomhttps://www.loom.com12961728https://cdn.loom.com/sessions/thumbnails/b8067520c6c8415296c770613c49625f-4d05653e5bb2e66a.gif441.7857In this video, I walk you through our new SAIL dashboard, highlighting key metrics like conversion rates and opportunity values. It's crucial that you mark leads as won when they close and update their monetary values to keep our data accurate and useful. I also cover how to manage new leads needing attention, conversations requiring responses, and leads that need follow-up to improve our follow-up process. Additionally, I emphasize the importance of tracking lead sources to evaluate our marketing efforts effectively. Please reach out if you have any questions or need assistance with the dashboard or intake form.