This month, we’ve launched powerful new features to make your life easier and give you more power, precision, and productivity inside Boxly. These features include the highly anticipated & requested new Multi-Select feature and the live Snitch feature.
Let’s dive into what’s new!
Multi-Select is hereYou can now select multiple leads at once and take action in one go, move, assign, label, bin, or close them all at once. It’s perfect for managing busy pipelines or when you’re reviewing leads in batches.
Work Faster, Do More, it’s easier than ever to manage leads at scale, no clicking into each one.
Here’s what you can do:
Select multiple leads at once - this works in both Pipeline and List view. Multi assign leads to a user or team member. Add tasks to multiple leads in one go. Move leads between stages without opening each lead card. Apply or remove labels in to multiple leads at once. Bin or close multiple leads with just a few clicks. Assign a Location to multiple leads at once Assign a Practitioner to multiple leads at once
This is ideal for cleaning up your inbox, chasing missed leads, and speeding up repetitive admin, without missing anything important.
However Many leads you select is how many your multi-select bar will display Once one lead is selected you have the option to “Select all”.
Activity Log: In your account settings, the Activity Log keeps a record of every Multi-Select action happening across your Boxly. All multi-select actions are grouped neatly under the Multi-Select tab.
Lead History: Within each lead, the History tab shows every update, including multi-select actions. These appear as “Bulk Action”, so you’ll always know what’s been done.
Designed to keep your team in sync and avoid overlap
See Who’s in the Lead 
When a teammate is viewing the same lead as you, their initials will appear at the top of the lead view (between View Contact and the Close buttons).
Know When Someone’s Typing 
If another team member is writing a reply or a note, you’ll see a “[Name] is typing…” message with animated dots, just like in chat apps.
Get Real-Time Update Alerts 
Get Toast Notifications when Actions are taken - If any changes are made, like updating details, moving leads, or taking action, then a Toast Notification will appear like below.
Hit the Refresh button to get the most recent lead activity.
Boxly is here to help you work smarter, not harder, let’s keep streamlining your lead management together!
Contact us at support@boxly.ai if you need any assistance!
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