The Milestones section in an accountable CRM highlights important dates like anniversaries and birthdays of your contacts, ensuring you never miss an opportunity to celebrate and strengthen client relationships. Receive timely notifications to stay engaged and maintain a personal touch with your contacts.
Steps To Create A Birthday Milestones:
Once you enter the application, click the quick action button (or the plus (+) sign) in the bottom left corner.
Click "Contact" and create a new contact by entering the required details.
Now, select the contact's birthday and click save.
Click "Follow-ups" in the top navigation bar.
Select "Milestones," In the "Milestones" you can check the contact's birthday details.
You will receive a reminder through the global notification in the top navigation bar.
Using the filter above the "Milestones" dashboard, you can sort the details by birthdays and check today’s and future birthdays.
Steps To Create A Anniversary Milestones:
Once you enter the application, click the quick action button (or the plus (+) sign) in the bottom left corner.
Click "Contact" and create a new contact by entering the required details.
Now, select the contact's anniversary and click save.
Click "Follow-ups" and select "Milestones" in the top left corner.
In "Milestones," you can check the contact's anniversary details.
You will receive a reminder through the global notification in the top navigation bar.
Using the filter above the "Milestones" dashboard, you can sort the details by anniversary and check today’s and future birthdays.
If you have any issues using a contact filter or would like to ask questions regarding follow-ups, please let us know using our Coach-on-Call feature.
- 90-Day Sales Support