How-To Videos

Watch video tutorials to get the most out of Wealthbox.

Home

How to Reply to or Comment on an Activity

How to Edit Notes and Access Previous Versions

How to Notify Your Colleagues

How to Add a Note to a Contact Record from the Home Page

How to Search and Filter the Activity Stream

Go to the Help Center →

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Email

How to Use the BCC Dropbox Feature

How to Re-sync an Email Address

How to Enable a Shared Mailbox across Your Workspace

How to View All Emails to or from a Contact

How to Change Email Visibility Restrictions

How to Create a Task from an Email

How to Track Emails and Set Reminders Using Wealthbox Mail

How to Send an Email Broadcast

How to Add My Signature into an Email Template

How to Change the Default Layout for Wealthbox Mail

How to Create Email Signatures

How to Create an Email from an Email Template

How to Create an Email Template

How to Sync More than One Email Address

Go to the Help Center →

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Contacts

How to Send an Email from a Contact Page

How to View Activities That Are Due Related to a Specific Contact

How to Pin an Item to a Contact

How to Bulk Update Contacts

How to Use Click-to-Call and Track a Note

How to Assign Responsibility Using Contact Roles

How to Import Contacts

How to Create a Filtered and Tagged Contact List

How to Add Household and Family Members as Contacts

How to Add a Contact

How to Add Related Contacts

How to Track Contact Referrals

How to Create a New Tag

How to Run a Mail Merge on a Contact or in Bulk

How to Save Multiple Search Criteria

How to Sort Contacts in Alphabetical Order

Go to the Help Center →

Show More

Tasks

How to Bulk Update Due Dates

How to View To-Dos Across Workspaces

How to Use Filters to See Previously Completed Tasks & Workflows

How to Create and Use Task Categories

How to See All of Your To-Dos in One Place

How to Filter Tasks Assigned to Specific Users or Teams

How to Assign a Task to a Team

How to Create a Task from a Task Template

How to Create a Task

How to Find a Contact Phone Number or Email Address

How to Re-Prioritize a Task

How to Re-Assign a Task

How to Edit the Due Date of a Task

How to Reschedule One Instance of a Recurring Task

How to Delete a Recurring Task

Go to the Help Center →

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Workflows

How to Make a Mojito Using Wealthbox Workflows

How to Assign Workflow Steps to Teams

How to Use the Wealthbox Library of Workflows

How to Assign a Workflow Step to a Contact Role

How to Publish a Workflow Template

How to Start a Workflow and Create a Contact at the Same Time

How to Start Multiple Workflows at Once

How to Duplicate a Workflow Template

How to Change the Due Date of an Already-Active Workflow Step

How to Use Workflow Outcomes to Include All Outcomes in a Workflow

How to Create a Workflow Around a Specific Date (Milestones)

Go to the Help Center →

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Calendar

How to View Your Colleague’s Availability on the Calendar

How to Access a Contact Record Page from the Calendar

How to Integrate Your Google or Outlook Calendar

Go to the Help Center →

Show More

Opportunities

How to Move Opportunities through Pipeline Stages

How to Create Additional Opportunity Pipelines

How to Customize the Default Opportunity Stages

How to Re-open a Closed Opportunity

How to Create an Opportunity and a Contact at the Same Time

How to Change the Default Opportunity View

Go to the Help Center →

Show More

Projects

How to Mention a Contact in a Note on a Project

How to Add a Note to a Project

How to Add a Task to a Project

How to Add an Event to a Project

How to Link a Contact to a Project

How to Add a New Project

Go to the Help Center →

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Files

How to Create Additional File Categories

How to Add a Client Folder from Any Cloud Storage Solution

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Reports

How to Use Charts and Graphs in Wealthbox Reports

How to Group Reports by Date

How to Create a Task Report for Completed and Incomplete Tasks

How to Create a Report Based on Closed Won/Closed Lost Opportunities

How to Create Note Reports

How to Use the Duplicate Option to Create Similar Reports

How to Add Calculations to Your Reports

How to Group Data in Your Reports

How to Create a Call List and Call Clients from a Report

How to Create a Report That Shows Last Time Someone Worked with a Client

How to Create a Report Based on Age

Go to the Help Center →

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Dashboards

How to Create and Customize a Dashboard

Go to the Help Center →

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Admin

How to Add Users in a Separate Workspace

How to Set Up a Multi-Workspace Configuration

How to Update Your Default Visibility Permission

How to Create Permission Groups

How to Create a Note Template

How to Create a Task Template

How to Create Teams

How to Create Contact Roles

How to Remove a User

How to Invite a New User

How to Modify Address, Phone Number, Email, and Website Types

How to Create Custom Fields

Go to the Help Center →

Show More

Integrations

How to Create an API Token for Integrations Like Zapier or MyRepChat

How to Send a List of Contacts to MailChimp or Constant Contact

Go to the Help Center →

Show More

Security

How to Export a Backup of All of Your Data

How to Change Your Password

How to Adjust the Session Timeout Times

How to Enable 2-Factor Authentication

Go to the Help Center →

Show More

Switching CRMs

How to Switch from Redtail to Wealthbox

How to Switch from Salesforce to Wealthbox

How to Switch from AdvisorEngine/Junxure to Wealthbox

How to Switch from SmartOffice to Wealthbox

How to Switch from Practifi to Wealthbox

How to Switch from Act! to Wealthbox

How to Switch from Salentica to Wealthbox

How to Switch from Advyzon to Wealthbox

How to Switch from Microsoft Dynamics to Wealthbox

How to Switch from Advisors Assistant to Wealthbox

How to Switch from Bill Good to Wealthbox

Go to the Help Center →

Show More

Search results for ""

How to Access a Contact Record Page from the Calendar

Calendar

How to Add a Client Folder from Any Cloud Storage Solution

Files

How to Add a Contact

Contacts

How to Add a New Project

Projects

How to Add a Note to a Contact Record from the Home Page

Home

How to Add a Note to a Project

Projects

How to Add a Task to a Project

Projects

How to Add an Event to a Project

Projects

How to Add Calculations to Your Reports

Reports

How to Add Household and Family Members as Contacts

Contacts

How to Add My Signature into an Email Template

Email

How to Add Related Contacts

Contacts

How to Add Users in a Separate Workspace

Admin

How to Adjust the Session Timeout Times

Security

How to Assign a Task to a Team

Tasks

How to Assign a Workflow Step to a Contact Role

Workflows

How to Assign Responsibility Using Contact Roles

Contacts

How to Assign Workflow Steps to Teams

Workflows

How to Bulk Update Contacts

Contacts

How to Bulk Update Due Dates

Tasks

How to Change Email Visibility Restrictions

Email

How to Change the Default Layout for Wealthbox Mail

Email

How to Change the Default Opportunity View

Opportunities

How to Change the Due Date of an Already-Active Workflow Step

Workflows

How to Change Your Password

Security

How to Create a Call List and Call Clients from a Report

Reports

How to Create a Filtered and Tagged Contact List

Contacts

How to Create a New Tag

Contacts

How to Create a Note Template

Admin

How to Create a Report Based on Age

Reports

How to Create a Report Based on Closed Won/Closed Lost Opportunities

Reports

How to Create a Report That Shows Last Time Someone Worked with a Client

Reports

How to Create a Task

Tasks

How to Create a Task from a Task Template

Tasks

How to Create a Task from an Email

Email

How to Create a Task Report for Completed and Incomplete Tasks

Reports

How to Create a Task Template

Admin

How to Create a Workflow Around a Specific Date (Milestones)

Workflows

How to Create Additional File Categories

Files

How to Create Additional Opportunity Pipelines

Opportunities

How to Create an API Token for Integrations Like Zapier or MyRepChat

Integrations

How to Create an Email from an Email Template

Email

How to Create an Email Template

Email

How to Create an Opportunity and a Contact at the Same Time

Opportunities

How to Create and Customize a Dashboard

Dashboards

How to Create and Use Task Categories

Tasks

How to Create Contact Roles

Admin

How to Create Custom Fields

Admin

How to Create Email Signatures

Email

How to Create Note Reports

Reports

How to Create Permission Groups

Admin

How to Create Teams

Admin

How to Customize the Default Opportunity Stages

Opportunities

How to Delete a Recurring Task

Tasks

How to Duplicate a Workflow Template

Workflows

How to Edit Notes and Access Previous Versions

Home

How to Edit the Due Date of a Task

Tasks

How to Enable 2-Factor Authentication

Security

How to Enable a Shared Mailbox across Your Workspace

Email

How to Export a Backup of All of Your Data

Security

How to Filter Tasks Assigned to Specific Users or Teams

Tasks

How to Find a Contact Phone Number or Email Address

Tasks

How to Group Data in Your Reports

Reports

How to Group Reports by Date

Reports

How to Import Contacts

Contacts

How to Integrate Your Google or Outlook Calendar

Calendar

How to Invite a New User

Admin

How to Link a Contact to a Project

Projects

How to Make a Mojito Using Wealthbox Workflows

Workflows

How to Mention a Contact in a Note on a Project

Projects

How to Modify Address, Phone Number, Email, and Website Types

Admin

How to Move Opportunities through Pipeline Stages

Opportunities

How to Notify Your Colleagues

Home

How to Pin an Item to a Contact

Contacts

How to Publish a Workflow Template

Workflows

How to Re-Assign a Task

Tasks

How to Re-open a Closed Opportunity

Opportunities

How to Re-Prioritize a Task

Tasks

How to Re-sync an Email Address

Email

How to Remove a User

Admin

How to Reply to or Comment on an Activity

Home

How to Reschedule One Instance of a Recurring Task

Tasks

How to Run a Mail Merge on a Contact or in Bulk

Contacts

How to Save Multiple Search Criteria

Contacts

How to Search and Filter the Activity Stream

Home

How to See All of Your To-Dos in One Place

Tasks

How to Send a List of Contacts to MailChimp or Constant Contact

Integrations

How to Send an Email Broadcast

Email

How to Send an Email from a Contact Page

Contacts

How to Set Up a Multi-Workspace Configuration

Admin

How to Sort Contacts in Alphabetical Order

Contacts

How to Start a Workflow and Create a Contact at the Same Time

Workflows

How to Start Multiple Workflows at Once

Workflows

How to Switch from Act! to Wealthbox

Switching CRMs

How to Switch from AdvisorEngine/Junxure to Wealthbox

Switching CRMs

How to Switch from Advisors Assistant to Wealthbox

Switching CRMs

How to Switch from Advyzon to Wealthbox

Switching CRMs

How to Switch from Bill Good to Wealthbox

Switching CRMs

How to Switch from Microsoft Dynamics to Wealthbox

Switching CRMs

How to Switch from Practifi to Wealthbox

Switching CRMs

How to Switch from Redtail to Wealthbox

Switching CRMs

How to Switch from Salentica to Wealthbox

Switching CRMs

How to Switch from Salesforce to Wealthbox

Switching CRMs

How to Switch from SmartOffice to Wealthbox

Switching CRMs

How to Sync More than One Email Address

Email

How to Track Contact Referrals

Contacts

How to Track Emails and Set Reminders Using Wealthbox Mail

Email

How to Update Your Default Visibility Permission

Admin

How to Use Charts and Graphs in Wealthbox Reports

Reports

How to Use Click-to-Call and Track a Note

Contacts

How to Use Filters to See Previously Completed Tasks & Workflows

Tasks

How to Use the BCC Dropbox Feature

Email

How to Use the Duplicate Option to Create Similar Reports

Reports

How to Use the Wealthbox Library of Workflows

Workflows

How to Use Workflow Outcomes to Include All Outcomes in a Workflow

Workflows

How to View Activities That Are Due Related to a Specific Contact

Contacts

How to View All Emails to or from a Contact

Email

How to View To-Dos Across Workspaces

Tasks

How to View Your Colleague’s Availability on the Calendar

Calendar

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