Opportunities

12 articles in this collection
Written by Team Wealthbox

How do I customize an opportunity stage in Wealthbox?

Written by Team Wealthbox
Updated over a week ago

How do I add a note, task or event to an opportunity?

Written by Team Wealthbox
Updated over a week ago

How do I add an opportunity?

Written by Team Wealthbox
Updated over a week ago

Can I reorder opportunity stages?

Written by Team Wealthbox
Updated over a week ago

How do I delete an opportunity?

Written by Team Wealthbox
Updated over a week ago

How do I update the stages of an opportunity as it progresses?

Written by Team Wealthbox
Updated over a week ago

What is an opportunity?

Written by Team Wealthbox
Updated over a week ago

Does everyone inside of my team see the same opportunity stages?

Written by Team Wealthbox
Updated over a week ago

How do I create multiple opportunity pipelines?

Written by Team Wealthbox
Updated over a week ago

How do I mark an opportunity as “Won”?

Written by Team Wealthbox
Updated over a week ago

How do I mark an opportunity as “Lost”?

Written by Team Wealthbox
Updated over a week ago

What are the opportunity “stages” within Wealthbox?

Written by Team Wealthbox
Updated over a week ago