You can integrate your Wealthbox CRM account with Orion by clicking on the the dots in the top right corner of your Wealthbox screen to navigate to your Applications page and then select “Settings” next to “Orion.” You can then enter your Orion logon credentials.
After enabling the integration, you will find an “Orion” tab above the activity stream on a contact record.
Note: The connection between Orion and Wealthbox is linked by the contact’s full name (first and last) and then confirms the email. If the data does not appear, check that the first name, last name and email for the contact matches in Wealthbox and Orion.
From the “General” screen, scroll down to the “Contact” section to see the email field.
