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Vault CRM: 03. Setting Up Triggers (Automation) - Video 0 hr 2 min
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Vault CRM: 03. Setting Up Triggers (Automation) - Video
Learn how to set up a trigger (Automation).
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