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Relation management - To plan

Updated over 3 months ago

💡 This overview shows you all actions that need to be scheduled, based on the action intervals defined for the relationships.

⇢ Go to Relationship Management – To Be Scheduled.

  • Schedule next action in: shows how many days remain to schedule the action.

  • Calendar icon: use this icon to schedule the action.

💡 Want to schedule an action? Follow this 👉 guide.

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