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Create task to sign document in Wealthbox CRM from new email in IMAP

Create task to sign document in Wealthbox CRM from new email in IMAP

Create tasks in Wealthbox CRM when you receive new email notifications about activations. This ensures timely document signing and improves your workflow efficiency.

Create task to sign document in Wealthbox CRM from new email in IMAP

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Overview

Create tasks in Wealthbox CRM when you receive new email notifications about activations. This ensures timely document signing and improves your workflow efficiency.

Create task to sign document in Wealthbox CRM from new email in IMAP