Viewing Birthdays
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Created by: Russell Van Curen
Modified on: Sun, 9 Aug, 2020 at 7:26 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 3 of the manual for a description of prospects versus clients:
https://alagent.net/uploads/documents/Marketing_Prospect_Sys_Training_Manual_Interactive_V_1.29.18.pdf#page=7
See the AMS Training Manual for more information: p. 5
https://alagent.net/uploads/documents/Marketing_Prospect_Sys_Training_Manual_Interactive_V_1.29.18.pdf#page=9
Russell is the author of this solution article.
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