Log deposit emails in Wealthbox CRM, find contact, format text, and create note
Log deposit emails in Wealthbox CRM, find contact, format text, and create note
Log your deposit-related emails in Wealthbox CRM by labeling them in Gmail. Find the relevant contact, process the email content, and create a note for better tracking and management, ensuring clearer oversight of your financial communications.
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Overview
Log your deposit-related emails in Wealthbox CRM by labeling them in Gmail. Find the relevant contact, process the email content, and create a note for better tracking and management, ensuring clearer oversight of your financial communications.