video1.0<iframe src="https://www.loom.com/embed/b8cc87404a304473958f859a2516b3b1" frameborder="0" width="1728" height="1296" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12961728Loomhttps://www.loom.com12961728https://cdn.loom.com/sessions/thumbnails/b8cc87404a304473958f859a2516b3b1-00001.gif317.8666666666667In this video, I walk through the flow that Kramer and I put together to demonstrate how send profiling can fit into the workflow. The goal is to create a contract for a customer who will be coming in tomorrow and have them complete their profile ahead of time. I explain how to add a contract, search for a customer, and send a profile link. I also mention the need to discuss whether to use email or phone number for the profile link. No specific action is requested from the viewers.