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Introduction to Schedule Builder
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Automate Event Scheduling with the Schedule Builder Tool
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Launch and Navigate Schedule Builder
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Step 1 - Import & Check Your Records
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Step 2 - Choose Fields & Filters
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Step 3 – Grid Setup
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Step 4 – Use At-a-Glance to Set Placement Rules
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Step 5 - Add Distribution Rules & Manual Overrides
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Step 6 – Review Your Setup
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Step 7 – Generate Your Schedule