Boxly Power User Guide: Boxes & Workflow Automation

Put your lead management on autopilot! ⚡

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

Reply & Follow-up with Leads

• Card Design

• How to respond to a lead

• Mark Lead As Unread

• Closed Leads

Referral Box

Location Access and Labelling

Creating Automations

• Automation Update: Individual Social & Webform Targeting

• Amending Automations

• Setting up Automations from your channels

Check out Boxly’s other Power-user Video Guides

1. Boxly Power User Guide: The Overview

2. Boxly Power User Guide: Account Settings & Admin Setup

3. Boxly Power User Guide: Boxes & Workflow Automation (you’re here)

4. Boxly Power User Guide: Channel Integrations

5. Boxly Power User Guide: Marketing Pro & Campaigns

6. 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!