Calendar

Calendar

Having a fully integrated calendar directly built into our system allows you to do more than just view upcoming events. By simply checking an option in the calendar settings menu you can show or hide all of your client birthdays, policy anniversary dates, US and/or Canadian holidays and your own events. Each event that is linked to a client profile automatically contains editable client information directly in a tab of the event details and a link to each of the policies owned by that client in a separate tab. Create and edit prospects and clients without having to leave the calendar.

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