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Knowledge Base

Learn about features, integrations, customizations and more.

Workflows

Can workflow templates be shared?
How do I start workflows and what are best practices in doing so?
What is the Send-To Action in Workflows?
What is the Suggested Actions feature?
What are Workflow step Subtasks and how can I use them?
What Is the Contact Form Builder feature?
How do I customize Workflow step categories?
Can I delete an active Workflow?
Can Workflow steps be reordered after the template has been saved?
Can I delete a Workflow?
What are “automated workflows” in Wealthbox?
Can I customize a Workflow that is linked to a specific contact?
How do notifications work in workflows?
How do I create a Workflow template?
How Can I Schedule a Workflow in Wealthbox?
Where can I view and manage my Workflows?
What is a workflow outcome and how do I create one?
How can I view an existing Workflow outcome?
How do I build and launch Workflows with Workflow Template Drafts?
What does it mean when a workflow template "Requires Update"?
What are Workflow Milestones?
What does it mean to assign Workflow steps to a Contact Role?

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