Welcome to Wealthbox! This guide will walk you through everything you need to know about using Wealthbox, from creating your first contact to publishing robust reusable workflows. Each section provides easy-to-follow steps, helpful tips, and practical examples that will make you a Wealthbox expert in no time.
Let's get started!
Step 1: Get to know Wealthbox
Step 2: Connecting your email, calendar and other tools
- Which email providers does Wealthbox mail sync with?
- How to I enable 2-way sync with Outlook calendar?
- How do I link my Wealthbox calendar to my iPhone calendar?
- How do I link my Wealthbox calendar to my Google calendar?
- How do I link my Wealthbox calendar to my iMac Apple calendar?
Step 3: Automate your business practices
- What are "Automated Workflows" in Wealthbox?
- What is the Command Palette?
- How can I automatically forward incoming emails to Wealthbox from my Gmail?
- How can I verify my phone number and enable Click-to-Call?