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Triage toolkit
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Triage toolkit

Your org's Salesforce opportunity management has never been smoother—and your to-do list never more clear.
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Welcome to your triage toolkit! In just three steps, we’ll show you how to sync your opportunities, generate insights, and take action (think: update statuses or notify reps), then automate those processes. Once you have the concepts down, you can apply them to develop other custom processes as well. To get started, make a copy of this doc, then follow the instructions throughout—you’ll be on your way to triage tranquility.
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