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Getting organised with Boxes
Learn to use boxes to organise and automate your leads
11 articles
Card DesignDesign the perfect lead card
Adding a new BoxCreate the perfect box for a department, product, service or process
Collect leads easily with Box formsCreate the perfect form to add leads to your box
Box ContactsImport and export contacts to your box
Filter Box leads
Creating, editing and managing stages
Adding a lead manually
Deleting Boxes
Drag to Reorder Boxes
Custom-Built BoxesCrafting Dental and Cosmetic Boxes and their Stages
Stage ChecklistsCustomisable Stage Checklists to keep your leads moving smoothly