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What are the user interface components on the Dashboard?
What are the user interface components on the Dashboard?
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Written by Team Wealthbox
Updated over a week ago

The Dashboard is what you log into upon signing into Wealthbox CRM. It provides you with a snapshot view of what’s going on in the firm. The dashboard is comprised of the left-side navigation, the top-and-center “publisher” (or “publishing zone”), the “activity stream” below the publisher with cascading updates and CRM activity, and the right side panel which includes events, tasks, and special dates.

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