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 get tasks?
Create yourself Tasks you create yourself Delegated Tasks you get from a colleague (Accept and you get it, Decline and it goes to Delegation for someo...
Thu, 5 Jul, 2018 at 2:17 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
How can I close a task?
Manually Click on the Done check circle icon in the list to set the Task as done. Automatically If a Tasks has a Focus on a step in a sales process, t...
Thu, 5 Jul, 2018 at 2:07 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
How can I get Leads in Salesbox?
Manual - Leads you create yourself by clicking the plus sign - You can use Salesbox Lead Clipper for LinkedIn and add by clicking a button on the profile ...
Thu, 5 Jul, 2018 at 2:18 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