Create Wealthbox CRM task for new BPC payment
When you make a payment in BPC, be sure to create a task in Wealthbox CRM! This will ensure that your team is aware of the payment and can update the books as needed.
Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
See moreCreating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
