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Create task in Wealthbox CRM when meeting titled plan meeting is scheduled

Create task in Wealthbox CRM when meeting titled plan meeting is scheduled

Create tasks in Wealthbox CRM when a new meeting titled 'Plan Meeting' is scheduled. This ensures timely follow-ups and organized planning, enhancing your team's efficiency and improving client engagement.

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Overview

Create tasks in Wealthbox CRM when a new meeting titled 'Plan Meeting' is scheduled. This ensures timely follow-ups and organized planning, enhancing your team's efficiency and improving client engagement.

Create task in Wealthbox CRM when meeting titled plan meeting is scheduled