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 navigate to a contact’s Record Page from Wealthbox Mail?

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?

What is the recipient limit in Gmail?

What is the recipient limit in Outlook?

What are some keyboard shortcuts in Wealthbox Mail?

Do Wealthbox emails appear in conversation or message view?

Can I still use my Gmail, Outlook, or other email clients with Wealthbox Mail or do I have to use Wealthbox for email now?

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 archive 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 set up a default signature in Wealthbox Mail?