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Workflow Series – Live Application

Now that your Workflow templates are built, it's time to make them Active for your staff to use! In this session we’ll show you how to select an existing template, or how to build one on the fly, that can then be set in motion and applied to a Contact Record, a Seminar, or an Opportunity, where applicable. If you can't make this webinar, don't worry; it will be available for replay soon.

0375-OAT-2/8/2023

Mar 16, 2023 11:00 AM in Pacific Time (US and Canada)