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How to get started with Salesbox CRM
A short step by step guide
How to get started with Salesbox CRM - A step by step guide
Watch our instruction videos
How to send & follow up personalised mass emails via Office 365 & Gmail
How to use the pipeline
How to create pipelines / processes
How to copy deals & orders
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Frequently asked questions (FAQ)
Why and what
My Office365 or Gmail emails are not synced in realtime
Not all emails from Office365 are synced
What emails are synced from Office 365 /Gmail?
Why do my invitees get different time on the meeting/appointment from Office 365?
Why do I get old emails saved from Office 365?
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Someone left the team, how do I move everything to an existing or a new team member?
How do I check the Performance and Statistics of individual Users/Units or the entire Company?
How do I get tasks?
What happens if I delete products
I cannot change the Sales process in my Opportunity, I get the error message “Set Progress to 0% before changing Sales process"
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Does Salesbox support us to use different types of sales pipelines or processes?
What are Unqualified deals and Qualified deals in Salesbox?
Can I use Salesbox for other processes than sales?
I have a list of contacts / companies, how do I get started?
I got a task with a Salesbox logo, what is that?
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