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How can I create a status update and input CRM data right from the Home page in Wealthbox?

Team Wealthbox
Team Wealthbox
  • Updated

Within the “publisher” at the top-and-center of the Home page, you can easily add status updates or contacts, tasks, events, and opportunities. Note that you can “@-mention” contact names in the publisher to auto-insert into a given contact’s record, without having to navigate and link to the contact record page. Keep in mind, you can dictate notes using the microphone and apply rich text formatting. You will also find the ability to "Notify" users or groups of users as well as apply visibility restrictions for the data you are entering.