Wealthbox CRM for Chrome Chrome 插件, crx 扩展下载

扩展ID: gfolmcgcpjajpdafphkikldogpjkfnbc

Wealthbox CRM for Financial AdvisorsWealthbox CRM is the Chrome companion to web-based Wealthbox CRM for financial advisors.

Features

- Create a new Contact in Wealthbox.
- 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.