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Real Time Cycle Plan Calculation Does not Include Calls That Are Synced After the End Date in CRM

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Question:

The user submitted calls that are within the time frame of a Cycle Plan, but only syncs them up after the End Date of the Cycle Plan. Is the call included in the Real Time calculation process?

Answer:

Even though the call date is within the time frame of the Cycle Plan, the user must upload the call no later than one day after the End Date of the Cycle Plan, because the system only runs the calculation process for Cycle Plans that are active and are within this threshold.

Related Documentation:

CRM Help Documentation: Real-Time Calculations for Classic Cycle Plans

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