How-To Instructions

How to Set Up Birthday and Anniversary Reminders

How to Set Up Birthday Reminders Birthday reminders will automatically remind you of your Primary Relationships’ birthdays as well as Spouses’ birthdays. To set them up: Access Settings by clicking on your name or the cog wheel icon on the top right-hand corner of every page. Make sure the box next to Birthday Reminders is checked. Choose Groups by clicking …

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How to Create a Custom Goal and Track It On Your Dashboard

Go to My Business, and click on Weekly Activity Goals. Click on the drop-down menu Select Custom Goal. Select Add Custom Goal. Type the name of your goal in the text box and click Save. Now that you’ve created your goal, enter a number for your weekly target, check the box under Display on Dashboard and click Save Changes. To track an activity to …

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