12 Time-Saving Actions You Can Do in the Publisher & Activity Stream of Wealthbox

Tips & Secrets on the Wealthbox Dashboard

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The Wealthbox CRM interface saves you time. Without clicking to leave the dashboard, and without scrolling to find a text-entry field, the front-and-center “publisher” at the top of the dashboard and attendant “activity stream” timeline in Wealthbox allows users to easily enter CRM information with speed. Check out the 12 different use cases below.

1

Post a Status Update

Keep your staff in the loop. It’s like a private social network for your firm.

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2

@Mention a Client Name to Add a Note

It’s a juicy secret. No clicks, no scrolls, and right from the dashboard. Shows up in the client record page. Boom.

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3

Comment, Like, and Express Emoji in the Activity Stream

Collaborate with color in your private communication with coworkers.

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4

Dictate a Note or Status Update

Look Mom, I can do CRM with no hands!

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5

Add a New Contact Name

A common action, done with speed and simplicity – without leaving the page.

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6

Add a Task

Manage your work life, right from the dashboard.

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7

Schedule an Event

Fast calendar entries. Time is money.

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8

Create an Opportunity

No need to leave the dashboard. A simple way to manage your book of business.

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9

Send Email Notifications to Coworkers

Keep your team updated on important CRM entries in Wealthbox.

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10

Determine Who Can See What

Permissions that are customizable, simple, intuitive.

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11

Share Content from the Web

How cool is this? Forget about going to your email system to send article links to colleagues. Just paste the link into the publisher and share it in the activity stream.

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12

Monitor Life Events of Your Connections on Social Networks

Wealthbox is social CRM with windows to the outside world. Integrate your Twitter feed in Wealthbox. Who doesn’t want to look out the window?

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Stay tuned for the release next week of Wealthbox version 1.6. Here’s a tiny sneak peek!

Wealthbox is the Official CRM of Simplicity