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  1. TaskRay
  2. TaskRay Support Guide
  3. Packaged Flows

Packaged Flows

  • About Packaged Flows
  • Customer Onboarding Kickoff Flow
  • Customer Onboarding Completion Flow
  • Customer Onboarding Score
  • Customer Onboarding Feedback Form
  • Using the TaskRay Feedback Form to Capture NPS
  • Create Project from Opportunity Flow
  • Refresh Forecast Project Flow
  • Convert Forecast Project on Opportunity Close
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