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How-toPeak PRM

How do I set the tier and cadence for a person?

On the profile under “Tier · importance” and “Cadence”. Tiers go from S (inner circle) to D (low). Cadence: weekly, monthly, quarterly, yearly, as needed or “Custom …” in days, weeks or months. A real contact resets the cadence.

  1. Open the person.
  2. Under “Tier · importance”, choose S, A, B, C or D.
  3. Under “Cadence”, choose a preset or “Custom …”, e.g. every 6 weeks, then “Apply”.
  4. No time right now? “Pause” for 14, 30 or 90 days. The cadence stays; only the reminders rest.

Next step

Open people

Explains this message

  • Choose a cadence: e.g. every 6 weeks, at most 365 days, 52 weeks or 24 months.
  • Only your own contacts have a tier.

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