- On your homepage, you will find two “Birthdays” boxes in the middle of your screen.
- The “Today’s Clients Birthdays” box will show which clients have a birthday today.
- The “Today’s Prospects Birthdays” box will show which prospects have a birthday today.
For more information, see page 5 of the MAX2 training manual: https://d1bj4dgz14a52z.cloudfront.net/uploads/training/file/1/Marketing_Prospect_MAX2_Manual_ASB_2021-v4.pdf