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Action Plans and CRM · Lesson 10

Contact Statuses and outreach intervals

Set a contact status and use Outreach Overdue to find your next calls.

What it does: Set a contact status and use Outreach Overdue to find your next calls.

Where to find it: Contacts → Contact Statuses → Outreach Overdue

Watch out: The call list depends on the status and activity you record.

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Made by a Compass agent. Not an official Compass production. Recorded screens reflect the platform at the time of production.