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  • Project Manager
    • 📋 How to Add an Ideas Board to Your Project Using the Task Management Platform
    • 📥 How to Set Up Requests in DealTrail Task System
    • 🔁 How to create and use templates in the task system in DealTrail
    • 📋 How to Create and Work with Procedures in DealTrail
    • 📑 Creating and configuring a Task in DealTrail
    • 📍 Creating a Project in the Task System
    • 🤖 How to Do Automations with the Task System in DealTrail
    • 🕙 Timer, Log Time, Time Statistics, and Dashboard in the Task System
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  1. Overview
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  3. Agent Tools > Workflows

Agent Tools > Workflows

  • 🤖 Workflows

    Workflows in DealTrail enable users to automate repetitive tasks, streamline processes, and guide contacts through structured customer journeys. By defining actions triggered by specific conditions or behaviors, users can set up comprehensive automations ...

  • ⚙️ Workflow Settings

    The settings for workflow in marketing automation play a crucial role in ensuring effective communication strategies. Their impact is significant, and they can make or break the effectiveness of an automation system. How to use Workflow Settings? Here ...

matan@dealtrail.com
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