How to

Default solution folder, feel free to edit or delete it.

Someone left the team, how do I move everything to an existing or a new team member?
If you have already deactivated your user, go to step 2 directly. Step 1: Go to company settings, choose Organisation and click deactivate from the ... but...
Sat, 10 Feb, 2018 at 1:20 PM
How do I check the Performance and Statistics of individual Users/Units or the entire Company?
There are two ways to see Performance and Statistics in Salesbox, go to:  1. Select what level you want to see stats, user, unit or company by selecting...
Sat, 10 Feb, 2018 at 1:26 PM
What happens if I delete products
If you delete a product it won't be able to be chosen again. Any old or active opportunity that contains the deleted product will keep it.
Sat, 10 Feb, 2018 at 1:28 PM
I cannot change the Sales process in my Opportunity, I get the error message “Set Progress to 0% before changing Sales process"
You would have to uncheck the Progress (set it to 0%) to enable changing the sales process
Fri, 29 Jan, 2016 at 4:15 PM
What are Units and How do I set them up in Salesbox?
Units are the same as department, within your Company, that you want to keep separated in Salesbox for different reasons. Users entitled Managers in Salesbo...
Sat, 10 Feb, 2018 at 1:29 PM
I cannot login
Please try to reset your password at the login screen of Salesbox. If unsuccessful, email us at support@salesboxcrm.com
Fri, 29 Jan, 2016 at 4:16 PM
I never received my login credentials
Please check your spam folder (or Promotion folder for Gmail) for the email. If unsuccessful, email us at support@salesboxcrm.com If you are a new user....
Sat, 10 Feb, 2018 at 1:33 PM
Where can I see Historic objects (Done Tasks, Leads, Won/Lost Opportunities, previous Appointments etc.)
At the top of the lists in Salesbox there are a number of Icons. To see Historic objects, please click the icon with a Clock and an arrow pointer going al...
Fri, 29 Jan, 2016 at 4:18 PM
How to mass delete / remove Tasks, Leads, Opportunities, Accounts, Contacts etc. ?
To mass / bulk delete objects in Salesbox follow this flow 1. Go to the preferred section 2. Open the advanced search and either search to limit the list...
Sat, 10 Feb, 2018 at 1:36 PM
Can I import the Contacts I have in my iPhone and iPad to Salesbox?
Yes, when importing Contacts from your iPhone or iPad you will also import their, first and last name, photo, title, phone number and email address. ...
Fri, 29 Jan, 2016 at 4:19 PM