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Knowledge Base

Learn about features, integrations, customizations and more.

Wealthbox Mail

How do I change my “from name” in Wealthbox Mail?
Which email providers does Wealthbox Mail sync with?
How do I setup a shared email within Wealthbox Mail?
What is the “Email Links” setting in Wealthbox Mail?
How do I know if an email contact is a contact within Wealthbox?
How do I disconnect an email account from Wealthbox Mail?
How long does it take to sync an email address to 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?
How do I delete an email in Wealthbox Mail?
What is the “Bulk Actions- Send An Email” feature and best practices for using it?
How do I add to an existing contact using Wealthbox Mail?
Can I relate an email to a task, event, workflow or opportunity?
How do I create or edit my signature in Wealthbox Mail?
How can I personalize emails sent in Wealthbox?
Can I change the font color within my Wealthbox Mail signature?
SSO Support for Wealthbox Mail

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