Here’s some end of summer fun! We’ve always said that you can customize Workflows in Wealthbox to accomplish almost anything, and Senior Product Specialist Chris Kopanski is proving us right.

In preparation for the upcoming holiday weekend, Chris is showing us how to make a mojito using Wealthbox Workflows. His workflow includes:

• A sequential list of steps to make a mojito
• Conditional logic using workflow outcomes
• Workflow milestones to ensure the mojito is ready before Chris’ big party
• A healthy dose of fun!

If you want to learn more about how to get the most out of Wealthbox, visit our searchable catalog of How-To Videos.

Cheers!