Add and customise Your Boxes
Name your Boxes based on department, service, product, individual, or other criteria.
Add, delete, and arrange stages to match your workflow steps.
Set up automations, labels, and other settings.
Set your conversion stage.
Add stage checklists.
Benefits of Custom Boxes
Categorise leads logically for easy management.
Maintain organised workflows for each service area.
Ensure no leads slip through the cracks.
Optimise processes based on each Box's needs.
Gain actionable insights with custom reporting.