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17 articles in this collection
Written by
Team Wealthbox
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