Knowledge Base

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?

How does email visibility work when users are also contacts?

What is an Email Broadcast? Overview and best practices

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

Which settings should I enable before syncing my Gmail with Wealthbox Mail?

What are some of the daily sending limits for some email providers?

Do Wealthbox emails appear in conversation or message view?

How do I add additional email accounts?

How do I create email templates in Wealthbox Mail?

What is a “Theme” in Wealthbox Mail?

How do I share my synced email with others?

What is the “Set Reminder” Feature in Wealthbox Mail?

How do I add a photo to an email in Wealthbox Mail?

How do I change my email layout in Wealthbox Mail?

What can I see on the “Email” tab of a contact record page?

How do I disable the email tracking feature?

What is “tracking” in Wealthbox Mail?

How do I create a task, event, workflow or opportunity from an email?

How do I change my “from name” in Wealthbox Mail?

How do I setup a shared email within Wealthbox Mail?

What is the “Email Links” setting in Wealthbox Mail?

How do I disconnect an email account from Wealthbox Mail?

How do I set a “default from” address in Wealthbox Mail?

How do I add a hyperlink to an email?

How do I disable tracking on a per message basis in Wealthbox Mail?