United StatesDescription
Enhancing the daily activities of a financial adviser We Make Your Life Easier Increase prospects • Prospecting Tool • Phone Assist • Appointment scheduling Increase Sales • Goal driven pipeline, provides real time view of where you are as an adviser, and what needs to be done in your business to increase sales. With clear measurements and a view on progress at any point in time, by week, month and year. Record all Interactions with clients • Reminders and prompts on who to contact next. Appointments scheduled and held and FNA’s are all recorded against the prospect.
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About
Bundle Id
com.appoint.apactivitytrackerMin Os. Version
9.0Release Date
Thu, Jan 19, 2017Update Date
Tue, Oct 6, 2020Content Rating
Has IMessage
NoSupport Watch
NoSupport Siri
NoFile Size
144.75MBHas Game Center
NoFamily Sharing
NoSupport Passbook
NoSupported Languages
EnglishWhat's New
version
1.2.71updated
3 years agoWe continuously improve the app and squash bugs so Practice Manager is even better for you. This release is entirely focused on integrating calendars. Moving away from the outlook sync, LPM can now sync directly to the calendars on your mobile device. Simply go to setting in the menu and select the calendar that you would like to link. Now all events in LPM will appear in your own calendar and events in calendar will appear in LPM.
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