What is?

What types of Tasks can I add?
Customer related: Typical Tasks for building relations, informing customers, customer follow ups Opportunity related: These Tasks are connected to an ...
Thu, 5 Jul, 2018 at 2:16 PM
What is the task / appointment focus?
Focus exists on Tasks and appointments. It is a way to harmonize your internal terminology and make it easy to see what the Task or Appointment is focused ...
Thu, 5 Jul, 2018 at 2:54 PM
What is a lead?
A Lead in Salesbox is the same as an Unqualified deal. Therefore you need to connect the Lead to an account and/or a contact. On a Lead you set what Produ...
Thu, 5 Jul, 2018 at 2:09 PM
What is the priority & the color on a lead?
Priority You can set the priority of the Lead in five levels depending how hot the Lead is. Time color Salesbox tracks your personal time to manage yo...
Thu, 5 Jul, 2018 at 2:19 PM
What is responsible?
Responsible is the owner and/or team member who work with an object.  On accounts, contacts and opportunities you can add several users as responsible. ...
Thu, 5 Jul, 2018 at 2:41 PM
What can I do from the Salesbox app on Apple watch
The Salesbox app for Apple watch is limited in functionality compared to the iPhone version. You can still perform most of the regular actions you do throug...
Mon, 9 Jul, 2018 at 3:25 PM
Not all emails from Office365 are synced
Microsoft has a known bug that cause some emails to not be shared with external softwares like Salesbox. 
Fri, 18 Oct, 2019 at 1:46 PM
My Office365 or Gmail emails are not synced in realtime
Both Office 365 and Gmail do not guarantee to share information in realtime. Salesbox will save the sent/received emails as soon as they are shared by Offic...
Fri, 18 Oct, 2019 at 1:48 PM