Wealthbox Crm For Chrome
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Overview
The Chrome companion to web-based Wealthbox CRM for financial advisors.
Features
- Create new Contacts.
- View a Contact's details.
- Add notes to client records.
- View a Contact's activity history.
- Save an email to Wealthbox.
- Send + Save an email to Wealthbox.
- Deep link to a Contact Record page in Wealthbox.
Tags
Privacy Practices
✓
Not being sold to third parties, outside of the approved use cases
✓
Not being used or transferred for purposes that are unrelated to the item's core functionality
✓
Not being used or transferred to determine creditworthiness or for lending purposes
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