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