Update client information in Canopy when a contact is updated in Wealthbox CRM
Update client information in Canopy when a contact is updated in Wealthbox CRM
Update client information in Canopy when changes are made in Wealthbox CRM. This ensures accurate records and improves client management, leading to better service and faster response times.
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Overview
Update client information in Canopy when changes are made in Wealthbox CRM. This ensures accurate records and improves client management, leading to better service and faster response times.