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  • Navigate to Settings > App Setup > CRM
  • Click on the Triggers tab
  • Click the New button in the top-right corner of the screen
  • Select a Deal Trigger or a Task Trigger
  • Name the Trigger
  • Define the Activity that will activate the Trigger
  • Select whether the Trigger will apply to just the linked Prospect or all Prospects within the Organization
  • Optionally add filter criteria