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Solution home CSS-General Opportunity Buttons

Viewing Appointments Print

Modified on: Fri, 14 Aug, 2020 at 11:51 AM


  1. On your homepage, find the “Appointments” box under Opportunities.
  2. Click the blue number next to total to see your appointments for the next 30 days.


See the CRB Training Manual for more information: p. 5

https://cssagent.com/uploads/documents/Marketing_Prospect_System_Manual_Cornerstone_v4.pdf#page=9


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