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Project Details

Tips for Project set-up

  • How do I know how much I will be spending before actually sending out my incentives?
  • Setting up a reminder using the default template
  • Using custom fields
  • What do the different amounts mean shown on the Project tile?
  • What is a delivery group?
  • What is Gated Delivery?
  • What is the difference between Project Dates & the Envelope Expiration?

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