Wealthbox CRM Workflow Milestones

people in a conference room with post its on the wall

Did you see the latest new enhancements for Wealthbox? Financial Advisors can now populate Workflow Milestones using upcoming dates for contacts and projects. This new enhancement also allows users to start workflows using dates attached to opportunities. Wealthbox recently created these “milestones” to add flexible due date logic. One example is to set workflow steps […]