Wealthbox generates a unique “dropbox” email address that you can use to forward emails to your contact’s activity stream.
- Go into the three dots in the upper right corner of Wealthbox > “Applications.”
- Click on “Settings” next to “BCC Email Dropbox.”
- Copy the email address which is found in the “Your email dropbox address.”
- When contacting a client via email make sure to BCC this unique address to ensure these emails will go directly onto their contact record.
- Incoming messages from your clients can be forwarded to the unique dropbox email.
- Be sure you have included the email address you will be using to forward the emails in the area below the dropbox address.
(Note: This only works if you are using an email address associated with your Wealthbox account).