Knowledgebase

Quick Start Guide

There’s a full range of video tutorials in our Knowledgebase, but this page highlights some of the less obvious functions in Front Office Box. Most people get comfortable with the software pretty quickly, once they’ve understood how we offer different workflows, to suit different businesses and different approaches. These few tips help them get started.

If there’s something not covered send us your question in an email to info@frontofficebox.com and we’ll get straight back to you.

Thanks for your interest in our project.

Activating Your Account

Complete our Registration Form and we’ll get right back to you with an email confirming your address. In the email you’ll find a link to our Activation Page where you can select a password and the go to Manage My Account where you can create your email dropbox address, find your iCal address for calendar publishing and invite colleagues to share your Front Office Box.

We will send this email – it’s automated -so if you haven’t received it within a couple of minutes check your Spam folder where it may have been sent, in error.

Email Dropbox and Calendar Integration

The best place to start setting up your Front Office Box is in Manage My Account. You’ll find the link in the top right of any page.

Find these fields on the left hand side of the page. Here you can set up your email dropbox address. Messages sent there will show up in your Dashboard.

This can be really useful for simple reminders – messages can be deleted right there – and it’s invaluable for those important emails we want to be sure we can find when the time comes.

In the email assign panel we can drive the entire workflow – adding new companies, plans and actions, and attaching the email to them.

Subscribe to the Calendar URL in Calendars and we’ll publish your actions there. Google Calendar sends us our Agenda for the day, at 5.00am every morning.

Your Internet Links

Check the top of the sidebar in dashboard. Here you’ll find links to our Prozone and add your own to those sites you use often – other business applications, social networks, news services.

This is your Internet.

Add Company in Companies

To Add Companies to your FOB click the Relationships tab. This will take you to the Companies list – click the Add button. Here you can create the new company record, with full details including multiple addresses and phone numbers.

If you don’t need to keep all that stuff, or you’re in a hurry, we have three other places you can create Company records (name only) – in Add People, Add Plans and Assign Email.

Create Company in People

Add People direct in the Company page, or in the People list – click the Relationships tab then select People in the Sidebar.

In the Add People panel we provide a look up tool for Company name – enter the company name and FOB will offer matching records. Entering a new name here will create a new Company record.

Create Company in Plans

To create a new Plan click the Plans tab and select Add to goto the create Plan panel. You’ll find the lookup tool working here for Company name. Start entering the name and select from the look up tool or enter a new name – FOB will create a new Company record.

Create Company in Email Assign

Incoming messages can be read, assigned and deleted right there on the Dashboard. Click the header to open up the Assign panel then select Company, Plan and Action for assigning the email – or create new right here,

Assign Actions in Plans

Default Action Assignment is Unassigned. Be sure to select a person to assign the action to in the Plan page or it will only show in the Dashboard Unassigned or Anyone lists.

Check behind the arrows

In Relationships pages Actions, Correspondence, Attachments and Notes are all accessed via the Expand arrows – click the arrow for the dropdown list.

Select Actions Display

In the Dashboard select lists by People to see who is scheduled to do what, for which customer. Be sure to check the Unassigned list. The Anyone list gives a Timeline for the entire operation.

Watch the Video

Here’s a 3 minute guide to our version of Sales Pipeline Management. It’ll cover the rest of the story, for the basics at least. Later you can check on our Tutorials but now’s the time to get started the way you intend to continue – organized and on top of your opportunities.