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 Entries?

How do I create a Label-Based Mail Merge Template in Microsoft Word?

What are the different File Storage Options and Integrations Available in Wealthbox?

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?