Popular Wealthbox CRM + Vectera Workflows
When Opportunity is created in Wealthbox CRM > Create meeting room in Vectera
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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 IntegrationsVectera creates the meeting room of tomorrow. You can share screens, control slides and applications from your phone or tablet, and work together with other participants - even if they are not co-located.
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