Popular Wealthbox CRM + Filestage Workflows
Create Filestage folder for new Wealthbox CRM opportunity
Create Filestage file for new Wealthbox CRM opportunity
Create Wealthbox CRM task for new Filestage file
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Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!
See Wealthbox CRM IntegrationsSay goodbye to sluggish email-based file sharing. Filestage organizes all files in a central location for all users to access and easily track changes across multiple versions.
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