Notify contacts via email when a Wealthbox CRM task is marked as complete

Notify relevant contacts via Gmail when a task in Wealthbox CRM is marked as complete, ensuring they receive task details and can follow up as needed, leading to improved communication and accountability.

Notify contacts via email when a Wealthbox CRM task is marked as complete

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Overview

Notify relevant contacts via Gmail when a task in Wealthbox CRM is marked as complete, ensuring they receive task details and can follow up as needed, leading to improved communication and accountability.

Notify contacts via email when a Wealthbox CRM task is marked as complete