LeadBox Docs

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LeadBox DocsPractical help for capturing leads, assigning ownership, planning next actions, running permission-based follow-up, and using LeadBox with confidence.

Find clear documentation for setup, billing, email readiness, Pipeline, Next Actions, Follow-up Health, campaigns, webforms, triggers, and support.

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Getting Started

Set up LeadBox, understand the basics, and get your workspace ready for daily use.

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Plans, Billing, and Credits

Understand plans, credits, invoices, and the billing basics customers need for V1.

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Next Actions

Give each active lead a clear owner, due date, and follow-up task, then manage open work from personal and team queues.

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Follow-up Health

Review supported ownership, response-time, SLA, and Next Action signals that show where follow-up needs attention.

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Campaigns & Sequences

Learn the practical structure for building, reviewing, and managing outreach activity.

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Webforms

Review the basics of creating forms, capturing leads, and keeping submissions organized.

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Troubleshooting and FAQ

Work through common issues quickly with simple checks before reaching out to support.

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Start Here ​

LeadBox Docs is designed to help you get answers quickly. Start with the section that matches the task you are working on, then follow the linked guides for more detail.

Core V1 sections include getting started, plans and credits, email setup, Pipeline, Next Actions, Follow-up Health, campaigns, webforms, triggers, member access, troubleshooting, and support.

Need more help? Email support@getleadbox.net.