Wealthbox Mail

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50 articles in this collection
Written by Amber and Team Wealthbox

What Mail Merge fields can be used in an Email template?

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Written by Amber
Updated over a week ago

How do I create my signature in Wealthbox Mail?

Step by step instructions to create a signature in Wealthbox Mail
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Written by Amber
Updated over a week ago

How long does it take to sync an email address to Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

How do I delete an email in Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

How do I set a “default from” address in Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

How do I add to an existing contact using Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

What is the “Bulk Actions- Send An Email” feature?

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Written by Team Wealthbox
Updated over a week ago

How do I add a hyperlink to an email?

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Written by Team Wealthbox
Updated over a week ago

Can I relate an email to a task, event, workflow or opportunity?

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Written by Team Wealthbox
Updated over a week ago

Do multiple signatures exist in Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

How do I compose messages using Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

How do I disconnect an email account from Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

What is the “Email Links” setting in Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

How do I know if an email contact is a contact within Wealthbox?

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Written by Team Wealthbox
Updated over a week ago

How do I disable tracking on a per message basis in Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

How do I setup a shared email within Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

What is Wealthbox Mail and how do I enable the feature?

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Written by Team Wealthbox
Updated over a week ago

Which email providers does Wealthbox Mail sync with?

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Written by Team Wealthbox
Updated over a week ago

How do I change my “from name” in Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

How do I set up a default signature in Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

How do I mark multiple emails as read/unread?

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Written by Team Wealthbox
Updated over a week ago

What happens if I delete an email in Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

How do I create a task, event, workflow or opportunity from an email?

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Written by Team Wealthbox
Updated over a week ago

What is “tracking” in Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

How do I disable the email tracking feature?

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Written by Team Wealthbox
Updated over a week ago

How do I change my Email Layout in Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

What can I see in my individual “Email” tab on the contact record page?

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Written by Team Wealthbox
Updated over a week ago

How do I archive an email in Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

How do I Cc or Bcc a Contact Using Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

How do I add a photo to an email in Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

What is the “Set Reminder” Feature in Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

How do I share an individual email account with others?

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Written by Team Wealthbox
Updated over a week ago

What is a “theme” in Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

How do I add additional email accounts?

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Written by Team Wealthbox
Updated over a week ago

How do I create email templates in Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

Can I still use my Gmail, Outlook, or other email clients with Wealthbox Mail or do I have to use Wealthbox for email now?

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Written by Team Wealthbox
Updated over a week ago

Do Wealthbox emails appear in conversation or message view?

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Written by Team Wealthbox
Updated over a week ago

What are some keyboard shortcuts in Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

Do I need TLS enabled in order to sync Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

What is the recipient limit in Gmail?

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Written by Team Wealthbox
Updated over a week ago

How do I re-sync my email?

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Written by Team Wealthbox
Updated over a week ago

What are some of the daily sending limits for some email providers?

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Written by Team Wealthbox
Updated over a week ago

Is Wealthbox Mail 17a-4 compliant?

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Written by Team Wealthbox
Updated over a week ago

Which settings should I enable before syncing my Gmail with Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

Does my drafts folder sync with Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

How do I share email correspondence for an individual contact with other team members?

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Written by Team Wealthbox
Updated over a week ago

If I am an LPL advisor, which email address should I use to sync to Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

How do I navigate to a contact’s record page from Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

How do I create a contact using Wealthbox Mail?

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Written by Team Wealthbox
Updated over a week ago

What is an Email Broadcast?

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Written by Team Wealthbox
Updated over a week ago