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How do I Share Email Correspondence for an Individual Contact with Other Team Members?

Team Wealthbox
Team Wealthbox
  • Updated

By default, Wealthbox Mail restricts email correspondence to the user whose email is connected. However, you can adjust visibility by going to the “Email” tab within a contact’s record and selecting “Email Sharing.” This allows you to set specific visibility options for each email address associated with the contact, ensuring that any correspondence to or from that address is shared with the appropriate users.