Wealthbox CRM for Chrome in Chrome cu OffiDocs

DESCRIERE

The Chrome companion to web-based Wealthbox CRM for financial advisors.

Features - Create new Contacts.

- View a Contact's details.

- Add notes to client records.

- View a Contact's activity history.

- Save an email to Wealthbox.

- Send + Save an email to Wealthbox.

- Deep link to a Contact Record page in Wealthbox.

Informații suplimentare:

- Offered by app.crmworkspace.com
- Evaluare medie: 4.3 stele (a plăcut)
- Dezvoltator Această adresă de e-mail este protejată de spamboți. Aveți nevoie de activarea JavaScript-ului pentru ao vizualiza.

Wealthbox CRM for Chrome web extension integrat cu OffiDocs Chromium on-line