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Where will I find the link for Blueleaf information for my client?
Where will I find the link for Blueleaf information for my client?
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Written by Team Wealthbox
Updated over a week ago

You will find a Blueleaf tab on the contact’s profile above the activity stream. Keep in mind, the details are linked by the email address you have for your contacts in Wealthbox with the email address the contact has used to create their account in Blueleaf.

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