Workflows

Does Salesbox support us to use different types of sales pipelines or processes?
Salesbox CRM comes with four different types of pipelines. All to make Salesbox as flexible as possible for you and to suit any type of sales that you and ...
Thu, 12 Jul, 2018 at 11:35 AM
What are Unqualified deals and Qualified deals in Salesbox?
According to Salesbox methodology a sales funnel consists of three clear stages 1. Unqualified deal (Some call this lead, prospect etc.)(Focus here is o...
Thu, 12 Jul, 2018 at 11:47 AM
Can I use Salesbox for other processes than sales?
Since Salesbox support multiple processes in parallel Salesbox is used by many companies for more processes than only sales. Some use it for recruitment...
Sat, 10 Feb, 2018 at 3:29 PM
I have a list of contacts / companies, how do I get started?
If  its a large list we highly recommend the following work flow 1. Split your list into a size you can act on within 1 - 2  weeks. (to big lists tend t...
Sat, 10 Feb, 2018 at 3:41 PM
I do my prospecting on LinkedIn, how do I work best with Salesbox
How to get the contact, account and lead in from LinkedIn 1. Install the LinkedIn lead clipper plugin for LinkedIn on Chrome (From My settings/ Add-ons) 2...
Sat, 10 Feb, 2018 at 3:47 PM
I got a task with a Salesbox logo, what is that?
When you fall behind your regular speed on making progress on your opportunities Salesbox sense that.  Then Salesbox automatically send you a task to sc...
Sat, 10 Feb, 2018 at 3:50 PM
How do I share a task or unqualified deal?
It works the same for tasks and leads. On web  - Click on the ... button at the left in the list - Select delegate - Leave all fields empty to send d...
Thu, 12 Jul, 2018 at 11:38 AM