Wealthbox makes it easy to communicate with your contacts directly from within the CRM. Depending on your plan and email setup, there are two primary ways to compose and send emails to contact records.

Option 1: Using Wealthbox Mail (Email Sync Required)

If you have connected your email account through Wealthbox Mail, you can send messages from the “Email” page by clicking the green “Compose” button in the top left corner of the screen.

These emails are sent through your synced email account and will appear in both Wealthbox and your external email client’s "Sent" folder.

When you sync your email account, Wealthbox will automatically aggregate both sent and received emails to the "Email" tab on a contact record.

You can also compose a new email message from a contact record page by clicking the email icon to the right of the contact’s email address, which will open a slider page for a new message addressed to that client.

Sending bulk emails or email broadcasts

See: What is the “Bulk Actions- Send An Email” feature and best practices for using it?

Option 2: Without Wealthbox Mail (Basic Plan or No Email Sync)

If you are on the Basic plan, which does not include Wealthbox Mail, or you have chosen not to sync your email, you can still initiate emails from a contact record. In this case, clicking the email address on the contact record will launch your default email application (e.g., Outlook, Gmail) outside of Wealthbox. The email will then be composed and sent through your external email client. However, these emails will not sync to Wealthbox.

Common email composition questions

Q: How do I Cc or Bcc a Contact Using Wealthbox Mail?
A: You can add the Cc and Bcc fields to a given message in Wealthbox Mail by using the following icons: