video1.0<iframe src="https://www.loom.com/embed/bc84913d43614bb2a15824869b6f8b54" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/bc84913d43614bb2a15824869b6f8b54-7ab4056b9effa1e1.gif524.575In this video, I walk you through the process of creating a smart list in our CRM for tracking leads, specifically focusing on David's leads. We filter the list to include only those leads where the AI call was answered and where David is a follower, along with any pre-qualified conversations associated with his email. I also demonstrate how to check the lead score and follow up on leads that may need attention, particularly one that scored a five, indicating it's worth checking on. I encourage you to reach out to team members for updates on leads that may be slipping through the cracks. Please make sure to engage with your team on these follow-ups to ensure nothing is overlooked.