There are multiple ways to create an opportunity within Wealthbox. You can easily create a new opportunity directly from the Home page by clicking on Opportunities within the “publisher” zone or from a contact record page. You can also navigate to the opportunities page by clicking “Opportunities” on the left-side navigation panel and then clicking on “Add an opportunity.”

Note: You can “Notify” other users on your account of your opportunity via email by clicking “Notify” from the drop-down list. You can also change the “Visible To” settings to determine who can see the opportunity.