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Prerequisites for Orbit Session

January 07, 2022 19:02

Before you meet with the Special Services team for Orbit, the final Service Autopilot onboarding step, please study these learning materials:

Automations - Interactive Training Course - this course teaches you how to use the SA Automations feature to automate your client correspondence
Automations Triggers & Conditions User Guide - this guide defines all the triggers and conditions available for building Automations

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