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Boxly's Quick Start Guide
Boxly's Quick Start Guide

Your guide for a Boxly beginner!

Updated over 3 months ago

Kickstart Your Boxly Success!

To keep the momentum going, we’ve put together Boxly's Quick Start Guide—your very own personal guide as a Boxly beginner! This guide includes step-by-step walkthroughs on the key features of Boxly. 🎉

Getting Started with Boxly

Boxly Intro


Things To Do & Tasks


Creating a manual lead


Viewing your contact “digital file”


Card design


How to respond to a lead


Reply Templates


Reply By Channel


WhatsApp Template


How to move a lead


Stage Conversion


Global Search Bar



Stuck? We’re Here to Help! 🤓

If you or your team have any questions or require additional training, please click the button below and book a call with us, we would be happy to assist.

You can find our Help Centre here it is always available, and you will find a wealth of resources and support.

If you need a quick answer you can always hop on our live support chat when logged in.

You can also contact our Customer Success Team for any further assistance at support@boxly.ai but rest assured you and your team should find everything pretty straightforward to set up. 🥳

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