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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