Wealthbox CRM for Chrome Chrome 插件, crx 扩展下载
Wealthbox CRM for Financial Advisors
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.
| 分类 | 📝工作流程与规划 |
| 插件标识 | gfolmcgcpjajpdafphkikldogpjkfnbc |
| 平台 | Chrome |
| 评分 |
★★★★☆
4.8
|
| 评分人数 | 640 |
| 插件主页 | https://chromewebstore.google.com/detail/wealthbox-crm-for-chrome/gfolmcgcpjajpdafphkikldogpjkfnbc |
| 版本号 | 1.2.2 |
| 大小 | 2.76MiB |
| 官网下载次数 | 1000 |
| 下载地址 | |
| 更新时间 | 2024-10-23 00:00:00 |
CRX扩展文件安装方法
第1步: 打开Chrome浏览器的扩展程序
第2步:
在地址栏输入： chrome://extensions/
第3步: 开启右上角的【开发者模式】
第4步: 重启Chrome浏览器 (重要操作)
第5步: 重新打开扩展程序管理界面
第6步: 将下载的crx文件直接拖入页面完成安装
注意：请确保使用最新版本的Chrome浏览器
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