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To edit a matching plan

  1. Open the record of the company member for whom you have set up a matching plan.
  2. Select the Matching Plan tab.
  3. Set the focus on the matching plan you want to modify by selecting the box to the left of the row.
  4. Make any necessary changes.
  5. Click Save.

See Also

Managing Matching Plans Information

Manage customers window - Matching Plans tab

To create a matching plan

To delete interest codes from matching plans

To delete a matching plan


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