Popular Wealthbox CRM + Box Workflows
Create Box folder for new Wealthbox CRM contact
Create Box text file for new Wealthbox CRM contact
Create Box folder for new Wealthbox CRM opportunity
Create Box file for new Wealthbox CRM opportunity
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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 IntegrationsBox provides cloud storage, file sharing, and document management with access from any device and easy manageability. You can store, sync and share all your files securely with team members and clients.
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