Trigger follow up sequence in Wealthbox CRM and Kit after PreciseFP form completion
Trigger follow up sequence in Wealthbox CRM and Kit after PreciseFP form completion
Engage your clients by initiating a follow-up sequence in Kit after they complete a financial questionnaire in PreciseFP. Find their contact in Wealthbox CRM and ensure timely communication for better client relationships.
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Overview
Engage your clients by initiating a follow-up sequence in Kit after they complete a financial questionnaire in PreciseFP. Find their contact in Wealthbox CRM and ensure timely communication for better client relationships.