Opportunity Buttons
On your homepage, find the “Upcoming Appointments” box. This will show you the upcoming appointments in order of date and time.
Tue, 15 Jun, 2021 at 11:07 AM
Click “Contacts” located on the toolbar at the top of your page. Click on the name of the contact you wish to set an appointment with. On the right-hand...
Tue, 15 Jun, 2021 at 12:22 PM
On your homepage, find the “Upcoming Follow-Up” box to the bottom left of your screen. You will see your upcoming follow-ups in order of date and time the...
Tue, 15 Jun, 2021 at 11:10 AM
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 bir...
Thu, 17 Jun, 2021 at 1:54 PM
On your homepage, find the "Policy Anniversary" in the bottom left corner. The black number shows which clients have a policy that will have an ...
Tue, 15 Jun, 2021 at 11:14 AM