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Status Shipped
Categories CRM App
Created by Guest
Created on Aug 13, 2020

Mark Accounts as Closed RFM if Closed in Accounting System

The RFM analysis doesn't run for any accounts that have no sales transactions, a customer has closed a few accounts in the integrated accounting system that had no transactions so these accounts appear in the None category. It would be good for these accounts to instead be put into Closed as they have been closed in the accounting system.

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