How to Automatically Move user to specific Board

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  3. How to Automatically Move user to specific Board

Hi there! In this video,

I'll show you how to set up a workflow in Channel Automation that will automatically move a prospect to a specific board when a certain tag is applied.

 

Now, whenever you apply the trigger tag to a prospect person/lead, it will automatically be moved to the specified board. You can use this workflow to streamline your sales process and keep your prospects organized and easily accessible.


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