video1.0<iframe src="https://www.loom.com/embed/3ccda015c30f4c5187b6d050c33d7b53" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/3ccda015c30f4c5187b6d050c33d7b53-3892ac9cdc10ab49.gif1154.904In this video, I walk you through a new automated process designed to help sales executives present effectively at meetings. We cover how to set up an event tag, create a specific form for our upcoming New Jersey Planned Giving Day on June 2, 2025, and generate a QR code for easy access to presentation materials. I also request that you test the entire workflow to ensure everything functions smoothly. Your feedback on this process will be invaluable!