Using Boldleads

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

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How Do I Import Leads?

Importing leads into your Boldleads Dashboard is easy! There are two options when it comes to importing your Leads:

  1. When you have a large number of leads.
  2. When you have just a few leads.

Importing a Large Volume of Leads

If you have a large number of leads to add to the system, a minimum of 150+ contacts, our team is more than happy to upload them to your dashboard for you. It's a few quick steps and think about all the time it'll save you!

Let our team import it for you!

  1. Open a new spreadsheet or Google Sheet.
  2. Copy the Leads into your new spreadsheet.
    Please be sure to delete any extra columns and/or any unneeded information from the spreadsheet before saving! This will help our team speed up the Lead Import into your Dashboard.
  3. Save the file as a CSV file(s).
  4. Send the .CSV file(s) to support@boldleads.com and you’re done!

Next Steps?...
Once you’ve sent the.CSV file(s), rest assured our team is working diligently to import your contacts into the Dashboard. *Importing will begin 24 business hours after receipt.  Depending on the size of the file, the number of files sent and server load, some requests will take several days to complete.

  • A few things will occur once you’ve submitted the .CSV file:
  • For each .CSV file you’ve sent to us, we will send a confirmation email once received by our team and an additional confirmation once successfully imported into your Boldleads Dashboard.
  • Our team will create a Custom Status for each .CSV file in your Boldleads Dashboard, to properly label and record the Imported Leads. This Custom Status will be labeled using the name of the spreadsheet.

Importing a Few Leads Manually

You can import a few leads into the system manually; without having to go through the Boldleads Team. Follow these steps to import leads into the Boldleads System.

1. Hover over the Leads tab and Select Import Leads.

 

2. Select the CSV file from your computer and click the Import .CSV File button.

 

3. Map the fields in a lead's profile with the columns from your file.

4. If you'd like, automatically add a note or assign a Status, Funnel, Type, or Agent to your newly imported leads.

5. That's it! Once you've hit the import button, your leads will be uploaded to your account. Be sure to check your inbox for confirmation that your upload is complete. 

Looking for Ways to Engage Your Imported Leads?...

Click here to review our recommended Best Practices for Engaging Imported Leads!

Import Follow-Up Guide

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