The set up of the Wealthbox CRM for Chrome extension is very easy. Please note that this extension only supports the Chrome web browser.
To install the extension, follow these steps:
1. Go to “Wealthbox CRM for Chrome” in the Chrome Web Store. Click here to access the extension in the Chrome web store.
2. Click the blue “+ Add to Chrome” button.
3. Go to your Gmail or Office365 inbox.
4. When the Wealthbox extension slides out, sign in to your Wealthbox Account.