Boxly's Power user guide

Take your lead management to the next level!

Step-by-step walk-throughs on the key parts of Boxly

Things to do

Multi Select | Snitch Feature

Account Settings

• Boxly Settings Walkthrough

• Inviting a team member or admin to Boxly

• Linking Milestones

• AI Assist

• Follow Up Timer

• Auto Values

• How to Add Reply Templates to Boxly

• Practitioner Feature

• Fields Feature

Box Walkthroughs

• Boxes, Stages and Conversions

• List View

• Stage Checklist Feature Walkthrough

• Logging Calls on Boxly - Updated!

• Filtering Boxes

• Creating a Manual Lead

• Avoiding Duplicated Work | Boxly Links Lead Cards

• New Lead Status Walkthrough

Reply & Follow-up with Leads

• Card Design

• How to respond to a lead

• Mark Lead As Unread

• Closed Leads

Referral Box

Location Access and Labelling

Creating Automations

• Automation Update: Individual Social & Webform Targeting

• Amending Automations

• Setting up Automations from your channels

Channels

• Connecting channels

• How to Connect Your WhatsApp Channel

• WhatsApp Channel Settings

• How To Create A Template for WhatsApp | WhatsApp Manager

• Change WhatsApp Profile Details

• Webform channel

• Email Forwarding channel

PMS: Channel Integrations

• Dentally x Boxly

• Linking Dentally Appointment Reasons

All-in-One Marketing Suite Walkthrough

• How To Create A Email Broadcast | Marketing Suite

• How to create a WhatsApp Template from the Marketing Suite

• WhatsApp Broadcast Walkthrough | Marketing Suite

Boxly Overview of Reports

• Lead Dashboard Report

• Leads By Milestones Report

• Leads By Box Report

• Leads By Channel Report

• Leads By Source Report

• Leads By Treatment Report

• Leads By Location Report

• Team Sales Report

• Reply Time Report

• Team Activity Report

• Practitioner Conversion Report

• Lost Leads Report

Reports have updated! Check out your reporting articles for the latest updates.
Latest update date: 15/10/2025

Check out the latest updates below 👇

• Faster Refresh Cycles – Key reports update every 10 minutes for real-time accuracy.

• Clickable Milestone Reports – Instantly see where each lead is now.

• Activity View – Track everything that happened during your selected timeframe.

• Improved Team Tracking – Reports now credit the person who actually took the action.

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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. 🥳

Don’t miss out, click below to join the next Webinar Training session and take your Boxly skills to the next level!