Create tasks in Wealthbox CRM for new engagements opened in PreciseFP
When a new form engagement is opened in PreciseFP, streamline your process by instantly creating a task in Wealthbox CRM. This convenient workflow enables your team to stay on top of tasks, ensuring prompt follow-up on new engagements. Improve productivity and efficiently manage client interactions in your financial planning business.
When a new form engagement is opened in PreciseFP, streamline your process by instantly creating a task in Wealthbox CRM. This convenient workflow enables your team to stay on top of tasks, ensuring prompt follow-up on new engagements. Improve productivity and efficiently manage client interactions in your financial planning business.
- When this happens...New Form Engagement Opened
Triggers when a client or prospect opens an form engagement.
- automatically do this!Create Task
Creates a new task.
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