Keep project managers prompted for contact birthday outreach

Project managers using shared contact calendars miss buried birthday prompts, so sales reps skip personal outreach. Schedule birthday activities days ahead so reps congratulate contacts before the date.

Overview

Missed birthday reminders let personal outreach fall through the cracks and weaken customer relationships. Convert shared calendar birthdays into assigned sales activities so reps get prompted days ahead and birthday touches happen before the date, eliminating missed follow-ups.

Notable Features

Create scheduled birthday activities
Assign reminders to sales reps
Prevent missed personal outreach