---
title: "Boxly's Quick Start Guide"
description: "Video Walkthroughs for a Boxly beginner!"
url: https://help.boxly.ai/en/articles/9739287-boxly-s-quick-start-guide
collection: "Getting Started"
updated: 2026-11-06
language: en
---

# 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](https://help.boxly.ai/en) 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](mailto: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!

](https://help.boxly.ai/en/articles/9739600-boxlys-power-user-guide.md)

**Don’t miss out - click below to join the next Boxly Training Session and take your Boxly skills to the next level!**

[Register Now](https://my.demio.com/ref/Bs00Ws9ph0QQQSxg)