Smart – All In One Calculator | Client Management Part 1 | Clients & Schedule Explained

Описание: Welcome to InsuranceFunda Help Series 🎥
In this video, we explain the Client Management Part 1 – Clients & Schedule section of the Smart – All In One Calculator app.

👉 What you will learn in this video:
• How to add clients (manually, from contacts, or via CSV).
• Organizing clients into Leads, Prospects, and Customers.
• Quick actions like Call, WhatsApp, and Email from the client screen.
• How to create and manage schedules (calls, meetings, WhatsApp reminders, etc.).
• Tracking schedules in Today, Overdue, and Completed tabs.
• Editing and marking tasks as completed.

This feature helps insurance agents stay organized, never miss a lead or follow-up, and manage their business more effectively.

🔔 Don’t forget to subscribe to InsuranceFunda for more tutorials, LIC plan explainers, and IC-38 training videos.

📌 Watch Next in the Help Video Playlist:
• [Client Management Part 2 – Policies (Coming Soon)]
• [Client Management Part 3 – Proposals (Coming Soon)]

👉 Explore more:
✔️ LIC Plan Explainers – [InsuranceFunda YouTube Channel]
✔️ Download Smart – All In One Calculator App: https://play.google.com/store/apps/de...

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