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How to view collection reminders?

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This option has the purpose of viewing the collection activity list planned for a specific period.

To view the collection reminders, follow these steps:

  1. Access Marketing & Sales | Contacts and Opportunities | Activities | Collection Reminders;
  2. Specify the contact Date. By default, only the current day is included;
  3. Specify the Customer Types to include on the consultation (optional);
  4. Click Update.