Why Adding a Contact Photo in Wealthbox CRM Matters
A contact’s profile picture in Wealthbox CRM helps personalize your client interactions and ensures your team can quickly recognize important contacts. Whether for internal familiarity or streamlining client communications, uploading a photo is a simple yet effective CRM enhancement.
In this tutorial, we'll walk you through a step-by-step guide to updating a contact’s profile picture in Wealthbox CRM.
Step 1: Log Into Wealthbox CRM
Open your web browser and log in to your Wealthbox CRM account.
Navigate to the Contacts section in the left-hand menu.
Use the search bar at the top to find the specific contact whose profile picture you want to update.
Step 2: Locate the Profile Picture Section
Once you're on the contact’s profile page, look to the left side of the screen.
Hover over the profile picture area—it will display an option to upload a headshot if one hasn’t been added yet.
Step 3: Source the Contact’s Photo (If Needed)
If you don’t already have a saved picture of the contact, you may need to retrieve one from a professional source.
Finding a Contact's Photo
If you have internal records of client photos, locate them in your company’s shared folder.
If the client has a LinkedIn profile, follow these steps:
Search for the contact’s LinkedIn page.
Right-click on their profile picture.
Select “Save Image As” and rename it using the LastName_FirstName format.
Save the file in an organized folder for easy access.
📌 Note: Ensure you have permission to use the image, especially if downloading from social media.
Step 4: Upload the Profile Picture to Wealthbox CRM
Navigate back to the Wealthbox CRM contact profile.
Click on the Update Headshot button.
A pop-up will appear, allowing you to drag and drop the image or manually upload it.
Select the recently saved profile picture from your downloads folder.
Click the “Update Headshot” button to save the changes.
Step 5: Verify and Save the Changes
Refresh the page to ensure the new profile picture appears correctly.
Final Thoughts
Adding a profile picture in Wealthbox CRM is a quick and effective way to personalize your contacts, improve team recognition, and streamline client management.
✅ If your firm needs CRM optimization or automation solutions, feel free to schedule an Intro Call with us here.