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How do I add an event to my calendar in Wealthbox?
How do I add an event to my calendar in Wealthbox?
Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

You can create events from the Publisher within the Dashboard, from the calendar page or directly from the related contact, opportunity or project records.

When creating a new event, you have the ability to set repeating criteria, add coworker users and apply a custom category to easily identify the type of event on your calendar.

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