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?

How do I enable and manage additional CRM workspaces?

Will the info I have entered in my trial Wealthbox account be lost when I subscribe as a paying user?

How can I receive text message notifications on my mobile phone?

Can I change the email associated with my account?

What happens if I accidentally delete something?

What are groups?

How do I change who the account owner is?

How do I update my billing information?

How do I cancel my account?

How can I unsubscribe from “Daily Digest” emails in Wealthbox?

How can I customize Wealthbox?

Can I set restrictions for certain users within a workspace?

What is the role of an "Admin" (Administrator)?

What is a workspace?

Why was I charged a different amount than my prior bill?

How do I reactivate my Wealthbox subscription if my account has been suspended?

Can a workspace be removed from my account?

How do I onboard my new users?

What is the manage users permission?

What are default permissions and how do I set them?

What happens if I set Default Permission to a group?