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CRM Idea Center
Categories Accounts & Contacts
Created by Jessi Owens
Created on May 9, 2025

Create Account-level setting to automate Frequency

Account-Level Settings within the CRM to automatically schedule event frequency (e.g., follow-ups, check-ins, review meetings) based on the rating or tier of the account/contact (e.g., Strategic, High-Value, At-Risk, Low-Touch). This feature helps teams prioritize outreach and ensure consistent, proactive engagement tailored to business impact.

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