LionDesk V2 CRM Ideas Portal

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Spouse birthdays on calendar

just adds a good reason to reach out to clients each year 

  • Guest
  • Feb 7 2020
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  • Jessica Flynn commented
    17 Mar, 2020 05:46pm

    I miss sending client's spouses birthday cards in advance to arrive on their bday bc their bday's DON'T SHOW UP IN THE LD CALENDAR! PLEASE ADD THIS FEATURE! There is no other way to know their birthday is coming up!

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