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We also regrouped event management tools here since seminars and webinars are often key to attracting new clients. 29:09 Docs & Forms This tab is your one-stop shop for receiving and sharing information with your clients, whether its intake forms, e-signatures, or file requests.
AND Example A firm requires a client to both fill out a form and submit a requested file in order to trigger the next action in the Automation. This Automation should be built with two entry conditions – one for the form and one for the file upload – linked with an AND relationship.
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