Create a new blank trigger, use an existing best practices trigger or clone an existing trigger (from other clients/customers) and revise it.
Review an existing trigger. Or modify cloned trigger. Drag and sort into Criteria Field on left (Order is important).
Suppression Rules – Which triggers to suppress against – for N period of time.
Assign Trigger to Budget Types (Sales or Service)
Set a scheduled sequence for omni-channel delivery (Shows Products Selected)
Summary of Trigger with Final Approval Button (Records user/date of approved trigger)