Recurring Dates Stand Out
Get a good overview of upcoming milestones. We mark recurring dates on your calendar in purple:
Say Happy Birthday, Every Year
- Create a smart list that tracks birthdays coming up within the next month. (Here's how.)
- Create a birthday email template that includes personalization via merge fields like name.
Always Remember Their Closing Anniversary
- Extend our "Post Closing Plan" to add an email that gets sent every 365 days, or browse our action plan library for a home anniversary plan.
- On their closing date, apply the action plan to automatically have emails sent every year.