How do I send a contact to LaserApp Enterprise?

Written by Team Wealthbox
Updated over a week ago

To send a contact to LaserApp Enterprise:

Navigate to the contacts record page
Under “Contact Details” on the right panel, choose “Laser App Enterprise” from the “Send To” drop down. This will provide a file.
You can now upload this file to your Laser App account.

See also: What fields does Wealthbox send to LaserApp?