Viewing Birthdays
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Created by: Russell Van Curen
Modified on: Thu, 2 Jul, 2020 at 1:36 PM
- On your homepage, find the “Birthdays” box under Opportunities
- Click the blue number next to “Clients” to view which clients have a birthday in the next 30 days.
- Click the blue number next to “Prospects” to view which prospects have a birthday in the next 30 days.
- See page 5 of the manual for a description of prospects versus clients: https://myasbagent.com/uploads/dynamic_areas/VIXEGw4LOtWwxrMjN1ek/761/Marketing_Prospect_MAX_Manual_ASB_m4.pdf
Russell is the author of this solution article.
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