PreciseFP + Wealthbox CRM
Add Wealthbox CRM tasks for new PreciseFP completed engagements
Reviewing all of your PreciseFP engagements may prove quite a challenge. To make the reviewing process easier, this integration will create a new Wealthbox CRM task every time a PreciseFP engagement is completed by one your clients or prospects.
Reviewing all of your PreciseFP engagements may prove quite a challenge. To make the reviewing process easier, this integration will create a new Wealthbox CRM task every time a PreciseFP engagement is completed by one your clients or prospects.
- When this happens...New Form Engagement Completed
Triggers when a client or prospect completes an form engagement.
- automatically do this!Create Task
Creates a new task.
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About PreciseFP
PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.
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About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.