Opportunity Buttons
On your homepage, find the “Appointments” box under Opportunities. Click the blue number next to total to see your appointments for the next 30 days. ...
Fri, 31 Jul, 2020 at 9:48 AM
Click “Contacts” located on the grey toolbar at the top of your page. Click on the name of the contact you wish to set an appointment with. You will be...
Tue, 4 Aug, 2020 at 12:16 PM
On your homepage, find the “Follow-Up” box under Opportunities Click the blue number next to “Total” to be shown all names that have follow-ups in the ...
Fri, 31 Jul, 2020 at 9:57 AM
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 3...
Fri, 31 Jul, 2020 at 10:17 AM
On your homepage, find the “Policy Anniversary” box under Opportunities Click the blue number next to “Total” to view which clients have a policy that ...
Fri, 31 Jul, 2020 at 10:17 AM