To enable the Wealthbox CRM integration with Slack, an “Admin” user or account owner can follow these steps:

1) Click on the three dots in the top right corner of Wealthbox, then click on “Applications”:

2) Click on the “Settings” icon next to “Slack” under “Applications:

3) Click “Enable”, then “Get my API Token”, then paste into the text field.

4) Choose your Slack Channel, then click “Save”

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