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?

How do I start workflows and what are best practices in doing so?

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

What are common questions and best practices for reporting?

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?

What are the common questions and best practices when removing a user?

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?