Users can select from 22 different CRM notifications (e.g. alerts for client on-boarding, task assignment, workflow completion, inbound lead, new opportunity, scheduled event, etc.) that are sent from Wealthbox to Slack to keep a team in the loop and respond to actionable information. The color of the Wealthbox icons (e.g. blue for contacts, orange for tasks, yellow for notes, etc.) are similarly displayed in the Slack notifications.
To select the notifications you would like to send to Slack:
- Navigate to your “Applications” using the three dots in the upper right corner.
- Select Slack within the Applications section.
- Click “Modify Notifications” within step 3.
- Check the boxes of the notifications you would like to enable.