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!