Log completed calls to Wealthbox CRM, find contact, and create note with call details
Log completed calls to Wealthbox CRM, find contact, and create note with call details
Log completed calls to Wealthbox CRM by creating notes with call details and associating them with the relevant contact. This ensures accurate record-keeping and improves follow-up efficiency.
Zap details:
Overview
Log completed calls to Wealthbox CRM by creating notes with call details and associating them with the relevant contact. This ensures accurate record-keeping and improves follow-up efficiency.