We guide you how to add users, configure your custom fields, user rights, pipelines and products. We also show you how each user can personalise the user experience.
We go through the most important parts of Salesbox at a high level so that you can get an insight into how Salesbox works and looks.
We guide you how to connect Salesbox to add-ons like Office365, Google, LinkedIn, WordPress, OneDrive, Google Drive, Dropbox, Mailchimp etc.
We go through how to setup different pipelines. We also show you how to use Salesbox Pipelines in the best way.
We go through how you can setup your .CSV import file and also perform an import depending on what type of information you want to import to Salesbox.
We go through how you can search, mass update many items and export to Excel files with Salesbox.
We teach you how to import relevant prospects from LinkedIn, send personal mass emails, use call lists to get add new prospects into your pipeline.
We teach you how to use the Insights section in Salesbox to make it easy to track your most important KPIs and your performance.
(Done in Swedish) How to connect Fortnox and Salesbox. The sync scenarios (customers, invoices, contract invoices, orders & articles).
We teach you how to create your own document templates and how to become more efficient with e-Signing.