All Collections
Dashboard
How can I create and use note templates?
How does “notifying” work?
How do I set “permissions” or “visible to” restrictions when adding information into Wealthbox?
How can I create a status update and input CRM data right from the dashboard?
What is emoji messaging?
Do my coworkers see the same activity stream as I do?
What information is displayed in the activity stream, and who can see it?
What is @-mentioning?
What is the microphone icon in the publisher used for?
What is the publisher in the Wealthbox Dashboard?
Do completed tasks still show up in Wealthbox?
What is the activity stream on the Wealthbox Dashboard?
What are the user interface components on the Dashboard?
Can I add tags to notes already posted in Wealthbox?
How do I change my site name?
How can I see edits made to notes?