Wealthbox question · RIA Operators

Wealthbox question

I listened to the Wealthbox Value call today and it was informative. We're looking at Wealthbox as a potential CRM, coming from RedTail. I wanted to clarify a question on emails. If an email is deleted in Outlook, it would also be deleted in the email tab of Wealthbox and so you would not have a record of the email in the CRM. It should be archived instead. Do I understand this correctly?

I think the mindset shift of archiving rather than deleting is a big one and hopefully Outlook can automatically Archive rather than delete.

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