Wealthbox Integration Demo

Interactive Checklists (available with a Premier Membership) allows you to:

• Add, Hide, Or Edit Questions On All Interactive Checklists
• Add Personal Notes To The Client View Header Text
• Add More Than One Recipient (Client or Prospect) To A Checklist
• Save Your Templates For Future Use
• See Who Completed An Interactive Checklist
• Updated CRM Contact Linking For Public Interactive Checklists (Previously Send To Many)
• And More!

This Tool is available with a Premier Membership. Not Yet A Member? Become A Member Today!