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Discover how Subtasks for Workflows in Wealthbox can help you break down complex processes into manageable steps, enhance collaboration, and improve task tracking. Join Chris Kopanski, Senior Product Specialist, and Jomin Bishop, VP of Enterprise Sales, to learn how this powerful new feature enables multiple team members to work on different parts of a workflow step in parallel, ensuring efficiency and accuracy.
This webinar will cover:
Speakers
Sr. Product Specialist
Wealthbox
VP of Enterprise Sales
Wealthbox