The “publisher” in the Wealthbox dashboard allows quick and easy data entry of status updates, contact notes, and various CRM data-entry items like new contacts, tasks, calendar events, and projects. The updates cascade down below the publisher to the “activity stream.” Tip: You can “@-mention” from the publisher to quickly add notes to client records, and you can even add the visual flourish of “emoji” for enhanced team communication.
What is the publisher in the Wealthbox Dashboard?

Written by Dan Ferranti
Updated over a week ago
Updated over a week ago