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File a ticket for a response from our support team.
What do you need help with?
I have questions
I need a demo
I need help importing CRM data
I found a bug/issue
I have a feature request
I have a billing/account question
(Web Browser, iOS App, Android App, Chrome Extension, Desktop App)
Chrome Extension for Gmail
Chrome Extension for Outlook365
Windows Desktop App
Mac Desktop App
What is your question?
Tutorial demo of Wealthbox.
Takes about 15 minutes, with Q&A.
Just you or your team.
Which CRM are you importing data from?
Not Listed Here
Low: I can wait a bit for the fix
Medium: I need this very soon
High: I can’t use Wealthbox until fixed
Please describe the bug/issue
Send us a screenshot of the issue (optional)
Note: Do NOT send any images of confidential information.
Drop files here or
Accepted file types: jpg, gif, png.
Name the new feature
This feature relates to
Provide a brief description of how it works
Rank the importance of your request
Must have, super duper critical.
Love to have, life would be better.
Nice to have, just sharing the idea.
Oh it's not important; I like taking surveys.
What is your email address?
What's in a great support request?
Be succinct about the problem or request.
Include steps on what occured so we can reproduce the problem to identify it.
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