Creating, editing and managing stages

Stages are steps in your lead management workflow that allow you to track the progress of each lead. When you create a Box, you can add stages and customise them to match your existing business processes.

Benefits of using stages:

• Visualise where each lead is in your Boxes

• Streamline routing and handling of leads

• Set automations and rules based on stage

• Gain insights with reports by stage

• Standardise processes across your team

• Improve efficiency with an organised workflow

• Ensure no leads get missed or stuck

With customisable stages tailored to your workflows, you can manage leads more effectively in Boxly. Stages keep everyone on the same page and give you greater visibility into your boxes.

Here are some example stages

Dental Practice Stages:

Cosmetic Clinic Stages:

Hospitality Venue Stages:

Generic business Stages