<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/c8c9a87871e04b8c8479d20f6f29c57f&quot; frameborder=&quot;0&quot; width=&quot;1280&quot; height=&quot;960&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>960</height><width>1280</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>960</thumbnail_height><thumbnail_width>1280</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/c8c9a87871e04b8c8479d20f6f29c57f-a255895862f23608.gif</thumbnail_url><duration>300.108</duration><title>Managing Contacts within Perseptiv (Fiduciary)</title><description>In this video, I’m excited to share the new contact management features within our system. We can now add a wider variety of contacts, including company members and other types, which enhances our ability to manage relationships effectively. I demonstrate how to add contacts, including their details like email and phone numbers, and how they can be tied to specific plans. Please take a moment to explore these features and consider how they can improve your workflow.</description></oembed>