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Setting up triConvey
Install triConvey
Import Contacts into triConvey
Import data into triConvey
Account set up
Onboarding Checklists
Step 1 - Firm Settings
Step 2 - Staff & Users
Step 3 - Outlook and Notifications
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triConvey platform navigation
triConvey Glossary and common terms
Basic Navigation
Navigate the triConvey Dashboard
Use the triConvey Action bar
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