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


How Do I Set a Reminder to Call a Lead?

Setting a reminder for a call or task is a great way to stay in touch with your Leads.  In the BoldLeads system, you'll use the Task Creation feature to set a reminder task. 

Creating a Task is a great way to organize your follow-up process. This article will guide you through the steps to create a Task for an individual lead. 

How to Create a Task

STEP 1:  Click on your Lead's name.

STEP 2:  Select the New Task tab at the top of the page.


STEP 3:  In the "Click to add task" text area and type your reminder.


STEP 4:  Above your message, you will see the date and time. Click on each Task to set the due date and due time of the Task.


STEP 5:  In the 'Choose Reminder' drop-down menu, select how far in advance you would like to be reminded.

STEP 6:  Click the 'Create a Task' button.


Once the Task is created, the BoldLeads system will automatically send you a text and email notification at the time you set. The Task notification will also be added to the lead's Timeline profile as well as the left-hand column, below the captured information.  


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