What are the user interface components on the Dashboard?
The Dashboard is what you log into upon signing into Wealthbox CRM. It provides you with a snapshot view of what's going on in the firm. The dashboard is comprised of the left-side navigation, the top-and-center "publisher" (or "publishing zone"), the "activity stream" below the publisher with cascading updates and CRM activity, and the right side panel which includes events, tasks, and special dates.
What is the "Publisher" in the Wealthbox Dashboard?
"What is the "Activity Stream" in the Wealthbox Dashboard?