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What is the activity stream on the Wealthbox Dashboard?
What is the activity stream on the Wealthbox Dashboard?
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Written by Team Wealthbox
Updated over a week ago

The activity stream on the Wealthbox dashboard shows up below the “publisher” front and center and allows you to see a cascading history of all CRM data entries including status updates, contact notes, new contacts, tasks, calendar events, and projects.

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