Helping Agents
Grow Faster
Date of Birth & Current Age Fields
JB Forecaster Resources
The JB Forecaster "DOB", or date of birth, and "Current Age" fields are available to document the prospect's date of birth and Current Age
When collecting the Prospect's information the DOB field will be filled out with the provided information from the Prospect, or, as an assumption based on a statement of Current Age
DOB
The prospects age date of birth should be entered into this cell as M/D/YYYY or chosen on the calendar pop-up. The cell color should be changed to green to reflect the Input in alignment with the Legend. The age will then be calculated in the column to the right to the right of the "Current Age" cells for future use and Input into the Current Age cell.
Current Age
The age should be entered in the "Current Age (CA)" cell and an assumption should be made for DOB based on the calculation in the column to the right of the cells. The assumption should be 1/1/Calculated Year, until more information is collected at a later time. The cell color should be changed to yellow to show the assumption and to align with the Legend.
