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    Step 10 of 9

    Let Ask AI Finish Your Setup

    Run one final Ask AI command to update your Trigger Link Custom Values and verify your ProEdge setup.

    CRM How-To: Let AI Finish Your Setup Automatically

    Let Ask AI Help

    Copy this command into Ask AI and let it complete the Trigger Link setup for you.

    Complete my ProEdge Trigger Link setup. Focus ONLY on the Custom Values associated with the Trigger Links folder. 1. Review all Trigger Links in the ProEdge Trigger Links folder. 2. Review the matching Custom Values intended to store those Trigger Link IDs/keys. 3. Match each Trigger Link to the correct Custom Value based on name and intended use. 4. Update each matching Custom Value with the correct Trigger Link ID/key. 5. Verify each mapping. 6. Flag anything missing, duplicated, mismatched, unclear, or not safely identifiable. Rules: - Do not guess. - Do not create duplicate Custom Values. - Do not delete or rename existing Trigger Links or Custom Values. - Do not modify unrelated CRM settings, workflows, courses, Community assignments, or automations. - If a match is unclear, flag it instead of making an assumption. When finished, report: - Successfully mapped Trigger Links and Custom Values - Any issues found - Final status: ProEdge Trigger Link Setup Complete OR Action Needed Before Setup Is Complete

    Completing this step marks Phase 1 as complete and returns you to Get Connected.