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Knowledge Base

Learn about features, integrations, customizations and more.

Workflows

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

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