Default solution folder, feel free to edit or delete it.
If there are active Objects on the Opportunity Salesbox doesn’t want you to lose those Objects. Please check the Opportunity for any Active Tasks or Appoint...
Sat, 10 Feb, 2018 at 4:02 PM
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
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
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
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
Please try to reset your password at the login screen of Salesbox. If unsuccessful, email us at firstname.lastname@example.org
Fri, 29 Jan, 2016 at 4:16 PM
Please check your spam folder (or Promotion folder for Gmail) for the email. If unsuccessful, email us at email@example.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
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