Fintech Automation Blog

Exporting Workflows from Wealthbox

blog financial advisors fintech wealthbox web-based apps workflows Sep 27, 2021

From time to time you may need to export an overview of your existing workflows from Wealthbox. Fortunately, this is easy to do:

1. Click here to log into your Wealthbox CRM account

2. Once you're logged in, click here to access the Workflow Templates Menu

3. Click the name of the workflow you want to export

4. Click "Actions" on the top right

5. Click "Print" and use your system options to print as a PDF or on paper

That's it! Now you'll have hard copies of your workflows to use for editing and sharing. Happy automating!


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