You may now contact clients directly from Workflow Steps or Tasks in Wealthbox. By creating a workflow step or task with a title that includes "Email" or "Call," you'll see a corresponding "Call" or "Email" action button when opening the task. This feature lets you complete the action seamlessly from within Wealthbox.

Steps to Add a Suggested Action:

• Go to the Tasks tab and create a new task with a title such as "Call Back," ensuring it is related to a contact with a phone number.

• Save the task.

• When you're ready to complete the task, click the task name to open a pop-out window with the task details, including a "Call" suggested action.

• Click the "Call" button and select the desired phone number to initiate the call using Wealthbox's Click-to-Call feature.

• Repeat the same steps with Workflows, including "Call" or "Email" in the title and associating it with a contact with a phone number or email to see the suggested action on the active workflow step.  

Task Example with Suggested Call Action

Workflow Step with Suggested Email Action:

Suggested Actions are available on the Premier and Enterprise plans in Wealthbox. If you're subscribed to either plan, these features should already be enabled in your account.