video1.0<iframe src="https://www.loom.com/embed/e0b0a8c005374b878652337b86011364" frameborder="0" width="1262" height="946" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9461262Loomhttps://www.loom.com9461262https://cdn.loom.com/sessions/thumbnails/e0b0a8c005374b878652337b86011364-63665e4c4b15f04b.gif274.165In this video, I walk you through the new CRM Details section for agents, where you can modify client records. I explain the different contact types: current clients, leads, and past clients, and how we define these categories based on their ordering history. I also highlight the importance of tracking lead sources and agent value to optimize our client acquisition efforts. Additionally, I've introduced fields for next and last contact dates, as well as home addresses and birthdays for personal touches. Please make sure to update these fields for your agents to enhance our engagement strategy.