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Wealthbox Mail
SSO Support for Wealthbox Mail
Can I change the font color within my Wealthbox Mail signature?
What Mail Merge fields can be used in an Email template?
How do I create my signature in Wealthbox Mail?
How long does it take to sync an email address to Wealthbox Mail?
How do I delete an email in Wealthbox Mail?
How do I set a “default from” address in Wealthbox Mail?
How do I add to an existing contact using Wealthbox Mail?
What is the “Bulk Actions- Send An Email” feature?
How do I add a hyperlink to an email?
Can I relate an email to a task, event, workflow or opportunity?
Do multiple signatures exist in Wealthbox Mail?
How do I compose messages using Wealthbox Mail?
How do I disconnect an email account from Wealthbox Mail?
What is the “Email Links” setting in Wealthbox Mail?
How do I know if an email contact is a contact within Wealthbox?
How do I disable tracking on a per message basis in Wealthbox Mail?
How do I setup a shared email within Wealthbox Mail?
What is Wealthbox Mail and how do I enable the feature?
Which email providers does Wealthbox Mail sync with?
How do I change my “from name” in Wealthbox Mail?
How do I set up a default signature in Wealthbox Mail?
How do I mark multiple emails as read/unread?
What happens if I delete an email in Wealthbox Mail?
How do I create a task, event, workflow or opportunity from an email?
What is “tracking” in Wealthbox Mail?
How do I disable the email tracking feature?
How do I change my Email Layout in Wealthbox Mail?
What can I see in my individual “Email” tab on the contact record page?
How do I archive an email in Wealthbox Mail?
How do I Cc or Bcc a Contact Using Wealthbox Mail?
How do I add a photo to an email in Wealthbox Mail?
What is the “Set Reminder” Feature in Wealthbox Mail?
How do I share an individual email account with others?
What is a “theme” in Wealthbox Mail?
How do I add additional email accounts?
How do I create email templates in Wealthbox Mail?
Can I still use my Gmail, Outlook, or other email clients with Wealthbox Mail or do I have to use Wealthbox for email now?
Do Wealthbox emails appear in conversation or message view?
What are some keyboard shortcuts in Wealthbox Mail?
Do I need TLS enabled in order to sync Wealthbox Mail?
What is the recipient limit in Gmail?
How do I re-sync my email?
What are some of the daily sending limits for some email providers?
Is Wealthbox Mail 17a-4 compliant?
Which settings should I enable before syncing my Gmail with Wealthbox Mail?
Does my drafts folder sync with Wealthbox Mail?
How do I share email correspondence for an individual contact with other team members?
If I am an LPL advisor, which email address should I use to sync to Wealthbox Mail and/or Calendar?
How do I navigate to a contact’s record page from Wealthbox Mail?
How do I create a contact using Wealthbox Mail?
What is an Email Broadcast?