This app lets you create and manage a list of prospective and current insurance clients
CSF Calendar App
What is it about?
This app lets you create and manage a list of prospective and current insurance clients. You are able to track and see at a glance the type of appointments you have during your day, week, and month calendar.
App Screenshots
App Store Description
This app lets you create and manage a list of prospective and current insurance clients. You are able to track and see at a glance the type of appointments you have during your day, week, and month calendar.
You can also track your daily goals and appointment information. As you manage your business you will be able to review the report information from the website. Future releases of this app will allow you to track your individual clients as well as see detailed reports of your business.
Key features:
- Create and update your client information
- Track 7 different CSF appointment types for your clients and business
- Receive device notification reminders to help complete your reporting when your appointment has occurred
- Submit your daily Common Sense Financial business report
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