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What is the publisher in the Wealthbox Dashboard?
What is the publisher in the Wealthbox Dashboard?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

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.

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