This meeting is intended to get your team members fully onboarded to Wealthbox CRM by using the best practices that relate to your firm's processes. After data has been migrated to Wealthbox, you may have questions regarding how to get your current processes into Wealthbox. This meeting will be a loose agenda based on the questions you have and/or features you need to focus on. You and your team will guide the agenda.
Here is a list of common topics covered at this meeting:
Questions about how my data migrated
Questions about how to manage processes I had in my prior CRM
I would like to better understand how to customize my Wealthbox.
Common best practices to be efficient in Wealthbox
Specific feature assistance:
Visibility restrictions (groups and defaults)