Knowledge Base

• When can I expect to receive an “In-App Notification”?
• If I choose to receive email notifications for CRM activity updates, what can I expect?
• What notification options are available in Wealthbox CRM?
• What is the Account Switcher feature?
• What is included in the Daily Digest email?
• How do I turn off email notifications?

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• How do I find my Users' First and Last Names and IDs in Redtail for my Migration to Wealthbox?
• Tips for preparing my data file if I'm not coming from another CRM
• How do I export my data from Less Annoying CRM?
• How do I export my data from Microsoft Dynamics?
• How do I export my data from Highrise CRM?
• How do I export my data from Insightly?

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• How do I export my data from Redtail CRM and migrate to Wealthbox?
• How do I transfer my data from Salesforce CRM to Wealthbox CRM?
• How Do I Import Notes?
• How Do I Export My Contacts from Gmail?
• What information can I import into Wealthbox?
• Can You Give “Tier” or “Hierarchy” Permissions Within Wealthbox Using Groups?

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• Can Address Types, Phone Types, Email Types and Website Types be Customized?
• What is the recipient limit in Outlook?
• What is rich text editing notes of notes and comments in Wealthbox?
• Does rich text editor have autosave functionality?
• How Do I Make Another User an Admin?
• How do I reset my password if I have forgotten it?

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• How do I downgrade my subscription plan?
• How do I upgrade my subscription plan?
• How do I subscribe to Wealthbox?
• Where does Wealthbox collect sales tax?

• What security measures does Wealthbox employ?
• How do I enable Two-Factor Authentication?
• Where are your servers located that host the CRM data?
• How do I activate more advanced security features?