Knowledge Base

How do I manage and use multiple email addresses in Wealthbox, and what email address is used when sending emails?

How can I manage email configurations, including syncing, connecting/disconnecting accounts, and troubleshooting existing connections?

How can I preserve, transfer, or access email history in Wealthbox, especially when an employee leaves?

How can I troubleshoot email syncing issues in Wealthbox?

How do I set up the Wealthbox CRM for Chrome extension?

How do I re-enable the Wealthbox CRM for Chrome extension?

How do I set Outlook as my default when using a Mac?

How do I set Outlook as my default e-mail client for Windows 8?

How Can I Automatically Forward Incoming Emails to Wealthbox from my Gmail or Outlook Account?

How to Connect MailChimp, Constant Contact, or AWeber with Wealthbox?

How do the integrations with MailChimp, Constant Contact and AWeber work?

How do I ensure my dropbox emails are sent from my Gmail account?

How do I set my default email client in Windows 7?

What is included in the Wealthbox CRM for Chrome extension?

What is the email dropbox feature?

How do I change my default email client on my Windows 8 computer?

How does Wealthbox integrate with email on the Basic plan?

Can emails I send to my Contacts appear on their Record page?

How do I set Gmail as my default email client in Safari on Mac?