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Calendar
Whether for an advisor or a firm, the Upswing
calendar
coordinates when it's happening and more. Scheduled meetings, phone
calls or emails are all events that can be tracked. Upswing's calendar
with drag-and-drop functionality allows advisors to quickly create,
locate and manage their own schedule as well as their team members' so
that everyone stays in sync. Within Upswing advisors can easily invite
other team members to share and collaborate on events.
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