Tips and tricks for study management
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Key takeaways
✅ Remember: Tags are perfect for unofficial statuses - no-shows, off-platform contact, or anything your pipeline doesn’t cover
💡 Try: Link research recordings with retention reminders - Consent Kit calculates deletion dates from your consent form automatically
⚠️ Watch for: The system pulls retention periods from consent forms - for example, set it to 12 months there, get reminded in 12 months
🔧 Quick tip: Track incentives with date, amount, and currency - keeps your finance team happy