A Demo of “Outcomes” in the Workflows of Wealthbox – Wealthbox CRM

recorded webinar

A Demo of “Outcomes” in the Workflows of Wealthbox

Join host and advisor-tech expert Bill Winterberg and Wealthbox Head of Product Steve Carroll for a demonstration of the big upgrade to Workflows in Wealthbox. Up your game in operating your advisory practice with the new “Outcomes” feature, allowing conditional logic to work the way advisory life happens. See Outcomes in action. Sign up now!

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