Hi. How can we help?

How do I import Contacts?

What fields can I include in my mail merge document templates?

How do I create a letter-based mail merge template in Microsoft Word?

How do I merge duplicate contacts?

How do I create a label-based mail merge template in Microsoft Word?

What is the "My To-Do's" page?

Can workflow templates be shared?

What are the different file storage options and integrations available in Wealthbox?

What are common reporting questions?

How do I create address reports?

What are charts and graphs in reports?

How and why to use the duplicate feature in Wealthbox Reports

How do I enable 2-Way sync with Outlook Calendar?

How do I find my exchange server information for Outlook calendar sync?

How do I find my users' first and last names and IDs in Redtail for my migration to Wealthbox?

How do I export my data from Redtail CRM and migrate to Wealthbox?