Boxly Power User Guide: Account Settings & Admin Setup

Take control of your workspace! ⚙

To keep your momentum powered up, we’ve broken down Boxly’s key features into quick, actionable video walk-throughs.
Welcome to your Account Settings Guide, your step-by-step walkthrough to configuring your profile, managing team permissions, and tailoring your workspace foundation for seamless lead management. 🌟

Step-by-step walk-throughs on the key parts of Boxly

Things to do

Multi Select | Snitch Feature

Account Settings

• Boxly Settings Walkthrough

• Inviting a team member or admin to Boxly

• Linking Milestones

• AI Assist

• Follow Up Timer

• Auto Values

• How to Add Reply Templates to Boxly

• Practitioner Feature

• Fields Feature

Check out Boxly’s other Power-user Video Guides

Boxly Power User Guide: The Overview
Boxly Power User Guide: Account Settings & Admin Setup (you’re here)
Boxly Power User Guide: Boxes & Workflow Automation
Boxly Power User Guide: Channel Integrations
Boxly Power User Guide: Marketing Pro & Campaigns
Boxly Power User Guide: Reporting & Insights

Stuck? We’re Here to Help!

You can contact our Customer Success Team for any further assistance at [email protected] but rest assured you and your team should find everything pretty straightforward to set up. 🥳

Don’t miss out, click below to join the next Webinar Training session and take your Boxly skills to the next level!

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