Vault CRM: 03. Setting Up Triggers (Automation) - Video

Course 3 of 3 in Vault CRM: Automation

Learn how to set up a trigger (Automation).

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About this course

In this video, we'll demonstrate how to set up and apply office triggers (Automation).
 
 
At the end of this video, you will be able to:
 
  • Create and configure an office trigger to automate routine processes

Curriculum0 hr 2 min

  • Vault CRM: 03. Setting Up Triggers (Automation) - Video 0 hr 2 min
  • Survey

About this course

In this video, we'll demonstrate how to set up and apply office triggers (Automation).
 
 
At the end of this video, you will be able to:
 
  • Create and configure an office trigger to automate routine processes

Curriculum0 hr 2 min

  • Vault CRM: 03. Setting Up Triggers (Automation) - Video 0 hr 2 min
  • Survey