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PatronManager Help
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Topics
Welcome to Lightning!
11
The Basics
19
Setting up Your PatronManager Account
8
Managing Users
8
Chatter: The Best Tool You're Not Using
2
Accounts and Contacts
16
Duplicate Management
5
Customizing PatronManager
39
Testing Customizations in a Sandbox: "Try Before You Buy"
8
Tasks, Events, & Activities
3
Accessibility
3
How to Troubleshoot in PatronManager
10
The PatronManager Client Community
2
Analytics and Tracking
5
Leap Merchant Services
9
Automating PatronManager
8
PatronManager Help
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PatronManager Administration
Automating PatronManager
8 Articles
Introduction to Workflow
Understanding Workflow Part 1: Choosing an object
Understanding Workflow Part 2: Evaluation Criteria
Understanding Workflow Part 3: Rule Criteria
Understanding Workflow Part 4: Actions
Relative Date Values
All About Process Builder
All About Flow
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