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Check Out Boxly's Quick Start Video Guides
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Boxly's Quick Start Guide

Video Walkthroughs for a Boxly beginner!

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

• Multi Select | Snitch Feature

• Creating a manual lead

• How to move a lead

• Mark Lead As Unread

• New Lead Status Walkthrough

• Logging Calls

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

• Mark Lead As Unread

• Closed Leads

• Avoiding Duplicated Work | Boxly Links Lead Cards

Location Access and Labelling


WhatsApp Template


PMS: Channel Integrations


• Dentally x Boxly

• Linking Dentally Appointment Reasons

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 [email protected] 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!

Register Now

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