Knowledge Base

• How do I manage notes in Wealthbox?
• What are Customizable Homepages and how do you create them?
• 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?
• What is the publisher on the Wealthbox Home page?

See all 17 articles

• What is Wealthbox Mail?
• How do I send email messages from Wealthbox?
• How does Wealthbox handle email sync disconnections, user removals, and email history preservation?
• How does Wealthbox manage email synchronization, tracking, and handling for households and individual contacts?
• How do LPL users connect their email to Wealthbox?
• How can I associate emails with client records in Wealthbox?

See all 48 articles

• How do I import Contacts?
• What is a Contact in Wealthbox and what are common questions?
• How can I build a mail merge template from scratch in Microsoft Word using Wealthbox fields?
• 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?

See all 40 articles

• What are Dashboards?

• What is the "My To-Do's" page?
• How do I manage Tasks in Wealthbox?
• How can I update the due dates for multiple Tasks and/or Workflow steps at one time?
• What are Task Categories and how can I customize them?
• What are Teams and how do I create or manage them?
• How do I create a task template in Wealthbox?

• Can workflow templates be shared?
• How do I start workflows and what are best practices in doing so?
• What is the Send-To Action in Workflows?
• What is the Suggested Actions feature?
• What are Workflow step Subtasks and how can I use them?
• What Is the Contact Form Builder feature?

See all 22 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” & common questions?
• 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 are Opportunities, their common questions and best practices?

See all 12 articles

• What are Projects and common use cases in Wealthbox?
• How do I create, delete or archive a project and what are common questions?

• 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?

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• What are common questions and best practices for reporting?
• How do I create address reports?
• What are charts and graphs in reports?
• How and why to use the duplicate feature in Wealthbox Reports
• What is Omniview Reporting?
• How can I create and customize contact reports in Wealthbox to filter data, filter on custom fields, and exclude specific groups?

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• What are the workspace limitations in Wealthbox, and how do they vary across plans?
• How can I create and manage teams in Wealthbox if I reach the plan limit?
• Should my firm use multiple Workspaces or a single Workspace with Visibility Restrictions?
• How Do Organization Admins Create and Manage Multiple Workspaces?
• Customization limitations for non-admin users
• What is the Command Palette?

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• How to Use Meetings and AI Notetaker in Wealthbox