Master Boxly: Catch Up with Our Latest Power Hour!
In our latest webinar, we revealed game-changing features to make managing leads faster, smarter, and easier than ever.
Missed the live session? We’ve got you covered!
Webinar Recording: Boxly Power Hour: Discover the Latest Level-Ups.
✅ Milestones, Stages & Reporting: Linked Up for Smarter Tracking.
See how milestones and stages now work hand-in-hand with reporting to give you deeper insights into your pipeline.
✅ Manual Call Logs: Track and log calls for teams without phone integrations and instantly trigger the right next step.
Check out the Call Logs Article✅ Multi-Select: Update, assign, and manage multiple leads in just a few clicks.
Check out the Multi-Select Article✅ Zapier Create & Update: You can now use Zapier to automatically update leads in Boxly when something happens, like a booking through Calendly or a payment through Stripe.
If the person already exists, their lead will be updated with the latest info, If not, a new lead will be created for you. It’s a simple way to keep everything in one place without creating duplicates.
Zapier Create & Update Article✅ (Snitch) Live Message Visibility: See when your team is actively replying to messages in real-time.
✨ More Links
Here's how you can Link Dentally statuses to Boxly stages
Learn more about CareStack and Boxly integration
Boxly's Quick Start Guide
Video Walkthroughs for a Boxly beginner!
Boxly is here to help you work smarter, not harder - let’s keep streamlining your lead management together!
Contact us at [email protected] if you need any assistance!