Sending Contacts to CRMs
Wealthbox Navigate to Communicate > Configuration. Select WeathBox. Enter your Wealthbox credentials and click Save. On the right, click Bulk Sync to send your AdvisorEngine contacts to Wealthbox. If you do not perform a Bulk Sync, only new contacts ...
Adding New Contacts in Bulk
Obtaining the Spreadsheet Template Navigate to Communicate > Contacts. Click + Bulk Upload. Click the Template link to download the Spreadsheet Template. Filling in the Spreadsheet Open the downloaded file in Microsoft Excel. Fill in all relevant ...
Adding New Contacts
Contacts are the base of all interaction with Prospects and Clients. Contacts can be created directly, imported in bulk, or automatically created as part of the digital onboarding experience. To add a single Contact to the Platform apart from ...