Share CRM activity updates in a live, real-time stream to keep track of what's happening and communicate with your partners and assistants.
Right from the “publisher” on the dashboard you can “@-mention” a contact name and add a note - without deep-linking to a contact record page. Simple and efficient.
Is a prospect asking for advice about a 401K plan? Has a client posted a job change on Twitter? Stay contextually relevant in your relationships and build new ones.
Advisor Team Spirit: Add flavor to CRM updates and staff communication with emojis in Wealthbox's activity stream and commenting system. 😀
Edit or enhance notes and have archived note versions stored in Wealthbox for total compliance. Time stamps and user information for each variation provides simple and comprehensive review.
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