Knowledge Base

• What are Customizable Homepages and how do you create them?
• How can I see edits made to Notes?
• Can I add Tags to Notes already posted in Wealthbox?
• How do I change my site name?
• What are the user interface components on the Homepage in Wealthbox?
• What is the activity stream on the home page in Wealthbox?

See all 19 articles

• How do I create a Envelope-Based Mail Merge template in Microsoft Word?
• How do I create a Contact using Wealthbox Mail?
• What is an Email Broadcast?
• How do I navigate to a contact’s Record Page from Wealthbox Mail?
• If I am an LPL advisor, which email address should I use to sync to Wealthbox Mail and/or Calendar?
• How do I Re-Sync my Email?

See all 54 articles

• 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?
• How do I restrict access to Contact records?

See all 43 articles

• What are Dashboards?

• What is the "My To-Do's" page?
• What are Tasks in Wealthbox?
• How can I update the due dates for multiple Tasks and/or Workflow steps at one time?
• How do I customize Task and Workflow step categories?
• Who can view my tasks?
• Can I customize task categories?

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• Can workflow templates be shared?
• What are Workflow step Subtasks and how can I use them?
• How to build email and call drip campaigns
• What Is the Workflow form builders feature?
• What is the Suggested Actions feature in Wealthbox?
• Can I delete an active Workflow?

See all 27 articles

• How can I customize the categories for calendar events?
• How do I determine what users are associated to events in the calendar?
• Who can I invite to my calendar events?
• How do I view another user’s calendar?
• How do I delete an event on my calendar in Wealthbox?
• How do I create an “All Day” Event in the Wealthbox calendar?

See all 8 articles

• How do I mark an opportunity as “Lost”?
• What are the opportunity “stages” within Wealthbox?
• How do I mark an opportunity as “Won”?
• How do I create multiple opportunity pipelines?
• Does everyone inside of my team see the same opportunity stages?
• What is an opportunity?

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• How do I delete a project?
• What is the Projects Component in Wealthbox?
• How do I create a project?

• What are the different file storage options and integrations available in Wealthbox?
• Who can see the files I upload to Wealthbox?
• When I attach a file from an integrated file storage service, can other users on my Wealthbox account access my files?
• What is Wealthbox Cloud Storage?
• If I make changes to a file directly in an integrated cloud service, will this change the file in Wealthbox?
• How do I upload files into Wealthbox?

See all 7 articles

• What are common reporting questions?
• 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 can I export report results?
• How to create a Report using the AI feature?

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• Should my firm use multiple Workspaces or a single Workspace with Visibility Restrictions?
• How to manage Users across multiple Workspaces?
• Customization limitations for non-admin users
• What is the Command Palette?