All Collections
Workflows
How do I create a workflow outcome?
How do I create a workflow outcome?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

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.

Did this answer your question?