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Wendi Hall

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  1. 530 votes
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    Wendi Hall commented  · 

    With many firms working in both wealth management and accounting/tax, this feature is critical to allow these firms to use ONE task/CRM system to monitor and track projects and tasks.

    Wendi Hall supported this idea  · 
  2. 15 votes
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    Wendi Hall supported this idea  · 
  3. 66 votes
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    Wendi Hall supported this idea  · 
  4. 593 votes
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    Wendi Hall supported this idea  · 
  5. 12 votes
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    Wendi Hall supported this idea  · 

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