Opportunities in Wealthbox allow you to track various financial advisory client engagements to build your book of business. An opportunity could be an Annuity, Retirement Plan, or 401k, for example, that you are working on for a company or individual. Wealthbox allows users to differentiate and track the AUM, Commission, and Fee associated with opportunities. 

• Opportunities can be added for Person, Household, Company, or Trust contact records.
• All users can add opportunities.
• Only account admins and owners can add Opportunity pipelines or edit Opportunity stages.

See also:

• What are Opportunities? Common questions and best practices.
• What are the Opportunity “Stages” & common questions?
• How-to video:  How to Create an Opportunity and a Contact at the Same Time

   

There are multiple ways to create an opportunity within Wealthbox. You can easily create a new opportunity directly from the Home page by clicking on Opportunities within the “publisher” zone or from a contact record page. You can also navigate to the opportunities page by clicking “Opportunities” on the left-side navigation panel and then clicking on “Add an opportunity.”

Note: You can “Notify” other users on your account of your opportunity via email by clicking “Notify” from the drop-down list. You can also change the “Visible To” settings to determine who can see the opportunity.