Wealthbox CRM Workflow Milestones

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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 around an onboarding date for a new client. Once the workflow begins, all steps based on that date will automatically be due based on the onboarding date you set. Should a milestone date change, that workflow’s steps will follow the milestone’s date (so you don’t have to go in and change each step’s due date individually).

New Enhancement: Workflow Milestones for Upcoming Dates

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