In the Mortgage CRM, you can log a lead’s birthday or transaction anniversary to make it easy to reach out and develop relationships with your contacts.

Adding a Birthday or Anniversary to a Lead

1. Navigate to a specific Lead’s record page.
2. In the Contact box on the left, click the “EDIT” link.
3. An “Edit Contact” screen will open. You can add a Birthday or Transaction Anniversary by clicking into the field and typing in a month and date, OR by clicking the calendar icon to open a date picker.
4. Click the “SAVE” button to save changes. The Birthday or Transaction Anniversary will appear in the left-hand “Contact” box.

Taking Action on Upcoming Birthdays and Anniversaries

1. Navigate to the Dashboard page.
2. On the right side of the screen, the “Upcoming Dates” box will display any Birthdays or Anniversaries coming up in the next seven days.
3. You can click on a lead’s name in the box to open up their record. You can use their email or address to send them a well-wishing or reminder to help develop your relationship.

Suppose you have an integration with an email address set up on your account. In that case, tasks will automatically be created for lead birthdays and anniversaries.