The “Wealthbox CRM for Chrome” extension allows:

1. Your Wealthbox activity stream will appear on the right panel of your Gmail or Office365 page

2. One click to Send + Save to Wealthbox

3. One click in Gmail or Office365 to create a new contact in Wealthbox (Note: if other contacts are included in the email, you can hover over the name/email address to populate the fields on the right)

4. A snapshot of the contact’s details and activity stream will appear in the side panel of the opened email, as well as the ability to post a note to the contact in Wealthbox

See also: How do I set up the Wealthbox CRM for Chrome extension?

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