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  1. Clientbook
  2. (Admin) Account Setup & Configuration
  3. Life Events

Life Events

  • Best Practices - Setting Up Life Event Automations
  • How to Set Up Life Events
  • How to setup automations under life events
  • (Elite) How to setup SPOUSE life event automations
  • (Elite) How to create/add a new relationship type
  • Creating a new life event

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