Setting Up Your Seller Account

Welcome to BoldLeads!

Let’s lay the foundation for your success with BoldLeads. Follow these steps to get your Seller Account up-and-running fast.

You can set up your Seller Account in just a few, easy steps.

STEP 1:  Hover over my Settings and click on Account Settings in the top, right-hand corner of the page.

STEP 2:  You’re in! Now it’s time to set your Account Profile Picture.  Click on the orange pencil icon to set the Account Owner Profile Picture and the Public Facing Profile Picture.

STEP 3:  Verify your name is correct and edit the Public Facing Profile if you will be using a team name.

STEP 4:  Verify the phone number field contains a number that can receive text messages.

STEP 5:  Update your Password by adding a new password and confirming the new password.

STEP 6:  Verify that the timezone is set correctly.

STEP 7:  Make any changes to your Default Email Signature.

STEP 8:  Click on the button labeled Save Settings.

Now you’re ready to update your Lead Notification Settings.

Don't forget!

Check out our BoldLeads Training Classes for tips & tricks for getting the most out of BoldLeads!