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How do I set up the Wealthbox CRM for Chrome extension?

Wealthbox Support
Wealthbox Support
  • Updated

The set up of the Wealthbox CRM for Chrome extension is very easy. Please note that this extension only supports the Chrome web browser.

To install the extension, follow these steps:

1. Go to “Wealthbox CRM for Chrome” in the Chrome Web Store. Click here to access the extension in the Chrome web store.

2. Click the blue “+ Add to Chrome” button.

3. Go to your Gmail or Office365 inbox.

4. When the Wealthbox extension slides out, sign in to your Wealthbox Account.

 

Troubleshooting & FAQs

Q: Which browsers support the Wealthbox CRM extension?
A: The extension is only supported in the Google Chrome browser. Other browsers are not currently compatible.

Q: How do I activate the Wealthbox CRM for Chrome extension after installing it?
A: Once installed from the Chrome Web Store, go to your Gmail or Office365 inbox. The Wealthbox extension will slide out—sign in with your Wealthbox credentials to begin using it.