When a certain event occurs, like meeting a new referral, you can set up an automated workflow associated with this new contact to ensure you and your group are following up with the right actions. Checklist or sequential options. Easy.
Name your workflow and create custom templates. It can be a sequential workflow or a checklist that gets completed. Editing and coworker commenting allow collaborative flexibility to get work done with ease.
Dynamically schedule workflows in Wealthbox, and have due dates projected out in time. This flexibility in Wealthbox allows advisors to manage their work and collaborate as a team with efficiency. It’s about time – yours.
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Schedule it now with Amber.