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Knowledge Base

Learn about features, integrations, customizations and more.

Opportunities

How do I mark an opportunity as “Lost”?
What are the opportunity “stages” within Wealthbox?
How do I mark an opportunity as “Won”?
How do I create multiple opportunity pipelines?
Does everyone inside of my team see the same opportunity stages?
What is an opportunity?
Can I reorder opportunity stages?
How do I update the stages of an opportunity as it progresses?
How do I delete an opportunity?
How do I add an opportunity?
How do I add a note, task or event to an opportunity?
How do I customize an opportunity stage in Wealthbox?

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