Dashboard

Team Wealthbox avatar
16 articles in this collection
Written by Team Wealthbox

How does “notifying” work?

How can I notify coworker users when adding contacts, tasks, events, projects, or opportunities?
Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

How does the Twitter integration work?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

How do I set “permissions” or “visible to” restrictions when adding information into Wealthbox?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

How can I create a status update and input CRM data right from the dashboard?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

What is emoji messaging?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

Do my coworkers see the same activity stream as I do?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

What information is displayed in the activity stream, and who can see it?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

What is @-mentioning?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

What is the microphone icon in the publisher used for?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

What is the publisher in the Wealthbox Dashboard?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

Do completed tasks still show up in Wealthbox?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

What is the activity stream on the Wealthbox Dashboard?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

What are the user interface components on the Dashboard?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

Can I add tags to notes already posted in Wealthbox?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

How do I change my site name?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

How can I see edits made to notes?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago