To create a workflow outcome in Wealthbox, go to a sequential workflow template in Wealthbox and click on the following "Create outcome" icon:

Please note that workflow outcomes are not currently available on the Wealthbox Basic plan.
To create a workflow outcome in Wealthbox, go to a sequential workflow template in Wealthbox and click on the following "Create outcome" icon:
Please note that workflow outcomes are not currently available on the Wealthbox Basic plan.