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Processes Overview

Processes Overview

Kris - Onboarding Support
  • July 01, 2020 16:32
  • Updated
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Articles in this section

  • Adding a Step Event - Email, Milestone, Process Action and Screening Order
  • Adding a Process Event - Email and Milestone
  • Adding and Rearranging Process Steps
  • Creating a Process Flow
  • Chaining Process Flows
  • Adding Task List Automation to Process Steps
  • Adding Forms to a Step
  • Adding Email Automation to Process Steps
  • Processes Overview
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