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Boxes

Boxes

Store all information related to your leads, customers, or candidates in one centralized location

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11 articles in this collection
Written by Hayden West, Timothy Hudson, and Weston

Linking boxes

Tie and link boxes together in many-to-many relationships
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Written by Timothy Hudson
Updated over a week ago
Creating & Managing Boxes

Boxes

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Written by Hayden West
Updated over a week ago

Customize the box view layout

Sections are arrangeable and customizable to your preference.
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Written by Hayden West
Updated over a week ago

Is it possible to merge boxes?

We do not yet have the ability to merge boxes
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Written by Weston
Updated over a week ago
Adding Emails to Boxes

Add and remove emails to a box

Collect your emails into a single reference point
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Written by Hayden West
Updated over a week ago
Tasks

Box Tasks

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Written by Hayden West
Updated over a week ago

Upcoming

A unified view for your tasks that's built into your sidebar
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Written by Timothy Hudson
Updated over a week ago

Sync tasks with Google Calendar

Coordinate your day by viewing your events and tasks side-by-side.
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Written by Hayden West
Updated over a week ago

How can I find my Tasks from the Pipeline level?

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Written by Hayden West
Updated over a week ago
Call Logs & Meeting Notes

Call Logs & Meeting Notes

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Written by Hayden West
Updated over a week ago

Can I export my Tasks, Call Logs, and Meeting Notes from my Pipeline?

Hayden West avatar
Written by Hayden West
Updated over a week ago