Jul '25 • Questions
Wealthbox- Logging Calls
For those of you who use Wealthbox as a CRM system, do you use tasks to log client calls or notes?
1
4 comments
Wealthbox- Logging Calls
skool.com/ria-os
Welcome!
👨👨👧👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Leaderboard (30-day)
1
+4
2
+4
3
+3
4
+3
5
+2
Powered by