Boxly Power User Guide: Boxes & Stages

Master your lead boxes and daily workflow! 📥

To keep your momentum powered up, this guide breaks down everything you need to know about managing your leads in Boxly. Discover step-by-step video walk-throughs on setting up custom Boxes, tracking stages, filtering leads, and managing day-to-day communications so nothing slips through the cracks. 🌟

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

Box Walkthroughs

• Boxes, Stages and Conversions

• List View

• Stage Checklist Feature Walkthrough

• Logging Calls on Boxly - Updated!

• Filtering Boxes

• Creating a Manual Lead

• Avoiding Duplicated Work | Boxly Links Lead Cards

• New Lead Status Walkthrough

• Card Design

Referral Box

Location Access and Labelling

Check out Boxly’s other Power-user Video Guides

Boxly Power User Guide: The Overview
Boxly Power User Guide: Things to do & Navigating Boxly
Boxly Power User Guide: Account Settings & Admin Setup
Boxly Power User Guide: Boxes & Stages (you’re here)
Boxly Power User Guide: Automations & Lead Follow-Ups
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!

Help center