Wealthbox Mail efficiently combines your CRM and email functionality by allowing:
- Two-Way Email Sync: for automatic syncing with your individual and shared email inboxes. Connect emails with Wealthbox Contacts and share them with coworkers or keep them private.
- Send & Receive Email: Compose, send, receive and manage your emails in one place.
- Email Layout Options: Choose easy viewing options
- Email-to-CRM actions: Create a task, schedule an event, start a workflow, create an opportunity or set a reminder for a specific email and then link it to a related CRM component in Wealthbox.
- Reminders: Set a reminder to reply within a specific time if you have not received a reply.
- Email templates: Save routine email messages as templates to save time when composing emails.
- Broadcast email: Using bulk actions, you can send an email to a filtered list of contacts at one time.
To enable Wealthbox Mail:
- Login to Wealthbox or refresh your page if already logged in
- Click “Email” in left navigation panel
- Click “Individual Email”
- Click “Connect Your Email”
- Enter your email address, follow workflow, and arrive back at the Wealthbox “Email” page
The sync may take a little time, but once complete you will then be able to see your inbox by navigating to the “Email” page from the left navigation panel.