Document client notes in Wealthbox CRM when task is completed in Hubly
Document client notes in Wealthbox CRM when task is completed in Hubly
Document client interactions by creating notes in Wealthbox CRM when a task in Hubly is completed and no meeting is scheduled. This ensures clear communication and better follow-up, enhancing client engagement.
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Overview
Document client interactions by creating notes in Wealthbox CRM when a task in Hubly is completed and no meeting is scheduled. This ensures clear communication and better follow-up, enhancing client engagement.