Upcoming Birthdays
Here is the way to get a list of your clients who have an upcoming birthday.
Contacts > Upcoming Birthdays;
This page will open:
Done!
, multiple selections available,
Related content
Anniversaires à venir
Anniversaires à venir
Read with this
Board Agents
Board Agents
Read with this
Non-Agents
Non-Agents
Read with this
Courtiers de Centris
Courtiers de Centris
Read with this