Each Wealthbox plan includes a specific number of pipelines based on your subscription level. Pipelines are used to track sales opportunities, onboarding stages, or any other custom process your team needs.

To see how many pipelines are included in your current plan, and compare what’s offered across all plan levels, please refer to our pricing page here:
👉 Wealthbox Features

To create additional pipelines:

Account owners and admins can add and manage Opportunity Pipelines.

1. In the top-right corner, click the three stacked dots (⋮) and select “Settings.”
2. Select "Customizations" in the sidebar.
3. Select "Opportunities" under Customize Data.
4. Click on the “Create Opportunity Pipeline” green button.

From there, you can name your Opportunity Pipeline and click “Save.”