1. On your homepage, find the “Birthdays” box under Opportunities
  2. Click the blue number next to “Clients” to view which clients have a birthday in the next 30 days.
  3. Click the blue number next to “Prospects” to view which prospects have a birthday in the next 30 days.
  4. See page 3 of the manual for a description of prospects versus clients:

https://cssagent.com/uploads/documents/Marketing_Prospect_System_Manual_Cornerstone_v4.pdf#page=7


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

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