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Duplicating Triggers

Duplicating triggers is useful if you want to run the same trigger across multiple client locations. Instead of creating and customizing the trigger from scratch, you can simply duplicate it and make any adjustments necessary.

STEP 1: Log in to your Vintory CRM account

Switch to an Account  

(Drop down menu on the upper left corner of the screen)

  • Choose a partner where you want to add the contact/s.

STEP 2: Click Triggers on the client view

STEP 3: Click on the trigger you want to duplicate

STEP 4: Click the Actions dropdown on the top right and select Duplicate

STEP 7: Type in a New Trigger Name and select the client location(s) you want to duplicate the Trigger into

STEP 7: Click Save