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Smart Suggestions

Adjust settings for AI-based, personal assistant features.

  • How do I automatically accept contact updates?
  • How do I adjust my Keep in Touch reminders for Deals or Projects?
  • How do I add a lead source to Lead Capture?
  • How do I turn off Keep in Touch reminders for Companies?
  • How do I turn off Keep-in-Touch reminders for Coworkers?

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