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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?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over 7 months ago

You can create events from the Publisher within the Home page in Wealthbox, 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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