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

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

• Filtering Boxes

• Creating a Manual Lead

• New Lead Status Walkthrough

Reply & Follow-up with Leads

• Card Design

• How to respond to a lead

• Closed Leads

Referral Box

Location Access and Labeling

Creating Automations

• Amending Automations

• Setting up Automations from your channels

Channels

• Connecting channels

• WhatsApp Channel Settings

• Message templates | WhatsApp Manager

• Webform channel

• Email Forwarding channel

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

Articles for you:
WhatsApp Channel Connect
Reply Templates
Automation
Lead Routing
Boxly Reports Overview

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.

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