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Boxes

Boxes

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

Hayden West avatar Timothy Hudson avatar Weston avatar
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
Timothy Hudson avatar
Written by Timothy Hudson
Updated this week
Creating & Managing Boxes

Boxes

Hayden West avatar
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
Weston avatar
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

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

Upcoming

A unified view for your tasks that's built into your sidebar
Timothy Hudson avatar
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.
Hayden West avatar
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 this week

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