For users on the Pro or Premier plan, we recommend Wealthbox Mail, a two-way sync between Wealthbox and your email provider. See: What is Wealthbox Mail and how do I enable the feature?

Continue reading to learn how emails are logged to Wealthbox for users on the Basic plan...

When you click on a contact’s e-mail address on their contact record page, Wealthbox will launch your default email client, e.g. Outlook, Gmail, etc.

That outbound email will automatically include your unique email Dropbox address in the BCC line. Once you send the message, the email will appear on the contact's record page in the activity stream:

You can also use the Chrome Extension for Gmail to log emails to Wealthbox. Here's how to set up the “Wealthbox CRM in Gmail” Chrome extension.

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