Recurring anniversary reminders are a great way to keep track of the import dates about your clients. 

Anniversary reminders examples:

  • Purchase anniversary
  • Sale anniversary
  • Lease expiration
  • Policy renewal
  • Contract renewal
  • Wedding anniversary
  • Real estate review

Recurring reminders are displayed on the Agenda. Swipe right to take action. 

Or on the desktop tap on Action Item to follow-up. 

 

Set an Anniversary Reminder

1.) Next to the anniversary date field tap to set the date. 

2.) Set the anniversary date. 

 

Add an Anniversary Date Custom Field

Anniversary date Custom Fields are a great way to keep track of annual renewals, contract dates, wedding anniversaries and other important dates that happen on an annual basis. 

Here are step-by-step instructions on how to add an Anniversary Custom Field.