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How do I send a contact to LaserApp Enterprise?

Team Wealthbox
Team Wealthbox
  • Updated

To send a contact to LaserApp Enterprise:

  1. Navigate to the contacts record page

  2. Under “Contact Details” on the right panel, choose “Laser App Enterprise” from the “Send To” drop down. This will provide a file.

  3. You can now upload this file to your Laser App account.
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