Update a Single Occurrence of a Repeating Task in Wealthbox CRM

person in a yellow sweater on the computer

Did you know Wealthbox CRM recently introduced the ability to update a single occurrence of a repeating task? When things don’t go according to the original schedule, it’s helpful to be able to make updates to accommodate the new schedule. Wealthbox now offers two new actions for repeating tasks that make this even easier — […]