How do I create a task, event, workflow or opportunity from an email? | Wealthbox Help Center

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How do I create a task, event, workflow or opportunity from an email?

How do I create a task, event, workflow or opportunity from an email?

Written by Wealthbox Team

Updated over 6 years ago

Yes, you can create and link a task, event, workflow or opportunity from an email by using the below icons:

After you have created the task, event, workflow or opportunity, it will show that it is linked to that particular email: