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- Practice Area: This trigger should be assigned to a practice area
- From Stage: Choose the "From" stage
- To Stage: The "To" stage should be selected
A task or a reminder can be added from the Add Actions.
After selecting the task, you must select the due in (the number of days), assign the task to the user, and specify the task type and title.
After selecting the reminder, you must select the due in( the number of days), the user to remind, the reminder type, and the summary.
A trigger can contain as many actions as you need.
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