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Last Updated: September 18, 2026
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Prospects sit under Records and behave much the Automations live in the Platform section and a simple structure: one trigger, then a series of actions. Triggers cover ... Data Customizations in Settings is where you standardize how your firm works, either company wide or book by book. Templates ... Intake forms let you send a form to a Three more record types under Records. Other Contacts holds individuals you want on file who are not
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