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Knowledge Base

Learn about features, integrations, customizations and more.

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How Can I See Edits Made to Notes?
Can I Add Tags to Notes Already Posted in Wealthbox?
How Do I Change My Site Name?
What are the user interface components on the Home page in Wealthbox?
What is the Activity Stream on the Home Page in Wealthbox?
Do Completed Tasks Still Show Up in Wealthbox?
What is the publisher on the Wealthbox Home page?
What is @-mentioning?
What is the microphone icon in the publisher used for?
What information is displayed in the activity stream, and who can see it?
Do my coworkers see the same activity stream as I do?
What is emoji messaging?
How can I create a status update and input CRM data right from the Home page in Wealthbox?
How do I set “permissions” or “visible to” restrictions when adding information into Wealthbox?
How does “notifying” work?
How does “notifying” work?
How can I create and use note templates?
Can I filter my Activity Stream?
Where can I find my Wealthbox workspace ID?

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