Contacts are your relationships with people, households, companies, or trusts. In Wealthbox, the information about your contact is stored in a “contact record page.” Contacts can be organized via “contact types” (eg. prospect, client, past client, vendor, or organization) or through “tagging.” Wealthbox allows you to store detailed information about your contacts. For each contact, you can record notes, create tasks, add special dates, tags, upload files, create opportunities, and projects. You can also “link” contacts to various CRM objects in the system. 

Did this answer your question?