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PT
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ES
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AO
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CV
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MZ
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ST
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GW
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Professional
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Executive
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Public Sector
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Omnia
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Evolution
This option has the purpose of viewing the collection activity list planned for a specific period.
To view the collection reminders, follow these steps:
- Access Marketing & Sales | Contacts and Opportunities | Activities | Collection Reminders;
- Specify the contact Date. By default, only the current day is included;
- Specify the Customer Types to include on the consultation (optional);
- Click Update.