Dashboard

How can I create and use note templates?

Create note templates for consistent and streamlined note-taking in Wealthbox

Written by Team Wealthbox
Updated over a week ago

How does “notifying” work?

How can I notify coworker users when adding contacts, tasks, events, projects, or opportunities?

Written by Team Wealthbox
Updated over a week ago

How does the Twitter integration work?

Written by Team Wealthbox
Updated over a week ago

How do I set “permissions” or “visible to” restrictions when adding information into Wealthbox?

Written by Team Wealthbox
Updated over a week ago

How can I create a status update and input CRM data right from the dashboard?

Written by Team Wealthbox
Updated over a week ago

What is emoji messaging?

Written by Team Wealthbox
Updated over a week ago

Do my coworkers see the same activity stream as I do?

Written by Team Wealthbox
Updated over a week ago

What information is displayed in the activity stream, and who can see it?

Written by Team Wealthbox
Updated over a week ago

What is @-mentioning?

Written by Team Wealthbox
Updated over a week ago

What is the microphone icon in the publisher used for?

Written by Team Wealthbox
Updated over a week ago

What is the publisher in the Wealthbox Dashboard?

Written by Team Wealthbox
Updated over a week ago

Do completed tasks still show up in Wealthbox?

Written by Team Wealthbox
Updated over a week ago

What is the activity stream on the Wealthbox Dashboard?

Written by Team Wealthbox
Updated over a week ago

What are the user interface components on the Dashboard?

Written by Team Wealthbox
Updated over a week ago

Can I add tags to notes already posted in Wealthbox?

Written by Team Wealthbox
Updated over a week ago

How do I change my site name?

Written by Team Wealthbox
Updated over a week ago

How can I see edits made to notes?

Written by Team Wealthbox
Updated over a week ago