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Knowledge Base
Learn about features, integrations, customizations and more.
Workflows
How To Build Email and Call Drip Campaigns
What Is the Contact Form Builders for Custom Workflows Feature in Wealthbox?
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 I start workflows in my Wealthbox account?
How do notifications work in workflows?
Does everyone in my team see the workflows?
How do I create a “Workflow” template?
How Can I Schedule a Workflow in Wealthbox?
Where Can I View and Manage My Scheduled Workflows?
What is a workflow outcome?
Can sequential workflows ever move backwards?
Are Workflow Outcomes Only Available on Sequential Workflows?
Which plans are workflow outcomes available on?
How do I create a workflow outcome?
Do workflow steps need to be created first before selecting them for an outcome?
How can I view an existing workflow outcome?
Build and Launch Workflows with Workflow Template Drafts
What does it mean when a workflow template "Requires Update"?
Workflow Milestones
Assign workflow steps using contact roles