Take your lead management to the next level!
To keep the momentum going, we’ve put together Boxly's Power user Guide—your very own step-by-step walk-throughs on the key parts of Boxly!
Step-by-step walk-throughs on the key parts of Boxly
AI Smart Rules
Follow Up Timer
Things to do
Boxes, Stages and Conversions
List View
Auto Values
Practitioner Feature
Stage Checklist Feature Walkthrough
Inviting a team member or admin
Managing User Access and Permissions in Boxly
Creating a manual lead
Viewing your contact “digital file”
Card design
How to Add Reply Templates to Boxly
How to respond to a lead
Filtering Boxes
New Lead Status Walkthrough
Location Access and Labeling
Creating Automations
Amending Automations
Closed Leads
Connecting channels
Setting up automation for Facebook and Instagram
Message templates | WhatsApp Manager
Syncing WhatsApp Templates in Boxly
Webform channel
Email Forwarding channel
Enhanced Reports Features
Articles for you:
WhatsApp Channel Connect
Reply Templates
Automation
Lead Routing
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!
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