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?