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welcome to it be in touch training video on managing the mortgage pipeline in front of us here we have the main mortgage pipeline in the pipeline view and what that means is at the top you have the tabs going across here for the different pipeline or marketing sequences leads prospects applications in processing fund it cancelled and follow-up as well towards the right you have a pipeline and group view switch right here have you switch to group view the tab to the top will switch to the tabs that you have created usually there's just only the default tab created by default and all these other tabs who you would have to create yourself and but to create groups you just want to click your plus button here and then click the plus button adds records to your database manually and then inside here you'd want to manage groups and in here you can add or remove any groups that you've created you can make them as private so if you have multiple accounts you can have it only for yourself and you can also specify groups that are only for partners clients or recording if you have recording turned on so well is just a group that's available in every tab this basically controls whether or not you see the group in your mortgages of partnerships or recruiting group area so I'm going to go back to the mortgages and I'm going to go ahead and switch back to the pipeline view here and in this pipeline view you also see a bold record here called Cordy and when they're bold that means that they are a new file that has not been touched by someone and all you would want to do is click into it and do whatever you would need to do to manage this record now to add a record to the system you would want to go back up to here to this little plus button next to mortgages and each one of these has their own plus button for their own database you would just click that and then you could input as much information or as little information as you would like you can put the borrower information co-borrower their address their contact information they're working some social networking links as well as a photo and logo if you'd like there's a few of their information down here as well as a source or additional or timezone I'm just gonna add a new record and click add record and then that's all you would need to do to add a new record to the system now if you wanted to search records in your database you would want to go ahead and click this little magnifying glass icon next to the mortgages or partnerships or recruiting and then here you can search by many different options by default it just lists the borrower's first name and last name fields...