Setting up and changing the knowledge base goes on as long as your business needs change. We initially recommend setting up basic Smart Codes with logic to move accounts to different people, and logic to close accounts. Other rules can be developed as you learn more about RMEx and how you want to manage your business. Remember, it is easier to make good plans and then set up RMEx than to set up the system quickly and change everything because you did not plan correctly. We recommend that a company allocates about 6 to 8 weeks for the initial setup of the system.
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About the Author: Jeff Dickey