Kickstart Your Boxly Success With These Quick Boxly Videos!
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, & Mentions
Box Walkthroughs
• Adding Boxes, Stages & Conversions
• List View
• Filtering Boxes
• Creating a manual lead
• How to move a lead
• New Lead Status Walkthrough
Account Settings
• Boxly Settings Walkthrough
• Auto Values
• Fields Feature
Reply & Follow-up to Leads
• Card design
• Reply Templates
• How to Add Reply Templates to Boxly
• How to respond to a lead
• Closed Leads
Location Access and Labeling
WhatsApp Template
Global Search Bar
Stuck? We’re Here to Help!
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.
Want to keep your momentum up? Link the link below to Boxly’s Power user guide!
Boxly's Power user guide
Video Walkthroughs to Keep your Momentum Powered up!
Don’t miss out - click below to join the next Boxly Training Session and take your Boxly skills to the next level!
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