Using Boldleads

Get to know the basics, and a few helpful tips & tricks along the way!

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How Do I Create Email & Text Templates From My Account?

Email & Text Templates are huge time savers! Boldleads offers several templates that can be sent to individual leads. Here's how to access and use your Email & Text Templates: 

Step 1: Under the Settings Tab, select Email & Text Templates 

Step 2: Select the + New Email or + New Text button. Choosing one of these will generate a new email or text template.

This is what you will see when you click on the + New Text button.

Step 3: After you save your new template, it will automatically appear as an option on the Email & Text Template page. It's also added to the template drop-down menus in all of your lead's profiles.

 

 

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