Using Boldleads

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

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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: Login to your Boldleads account.

Step 2: Navigate to the Settings page. The Settings page is located in the top, right-hand corner of the page.

Step 3: You’re in! Now it’s time to tell the system a little bit more about you.

 

 

Fill out the following blanks on Settings page:

  • Your Name: Be sure to fill out your First Name and Last Name. This is not your company name.
  • Login Email: This is the email you will use to log in. You will use a different email for lead notifications.
  • Phone Number: This is the phone that we will use to contact you about your account. There will be a separate area for you to input your phone number.
  • Choose Your Time Zone
  • Insert Your Zillow API Key

Not sure where to get your Zillow API Key? No worries. We’ve got an article on Finding Your Zillow API Key. 

Setup Your Default Signature

Make sure every email ends with your correct information. We make life a little easier for you by automatically populating all of your emails with your default signature. Feel free to include as much or as little information as you want.

Choose the Email Sender

In this step, you will need to tell the Boldleads system which email address you'd like to receive updates and notifications at. Use the drop-down to choose the appropriate email.

Save Everything!

Don’t leave too early! Before you navigate away from this page, make sure you hit the large, orange Save Settings button.

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

Update Lead Notification Settings

Your Lead Notification Settings will tell Boldleads where to send all of the lead notifications. Please note there are two sets of instructions.  The first set of directions are for our clients who are using our latest interface.  The second set of directions are for our clients who are using the version before.

Latest interface directions:

Step 1: Login to your Boldleads account.

Step 2: In the top-level navigation hover over the Landing Pages tab and click View Landing Pages.

Step 3: Locate the Landing Page in the table on the screen.

Step 4: Click on the "pencil" icon in the Edit column to edit.

Step 5: A new page will appear titled Edit Landing Page > 1. Templates. Scroll to the bottom and click on the button "NEXT PAGE".

Step 6: A new page will appear titled Edit Landing Page > 2. Basic Information. Scroll to the bottom and click on the button "NEXT PAGE".

Step 7: Scroll down to the section titled Lead Notification Settings.

Step 8: Update the fields "Text Lead Notification to" and "Email Lead Notification to". You have the ability to list up to three phone numbers and emails in case you’d like more than one person to receive the lead notifications.

In this section, you can also enable notifications for partial leads, add your lender to the follow-up and select a follow-up funnel.

Step 9: The most important part! Be sure to scroll down to the bottom of the page and click the orange button that reads "SAVE CHANGES".

Prior interface directions:

Step 1: Login to your Boldleads account.

Step 2: In the top-level navigation hover over Landing Pages and click View Landing Pages.

Step 3: Locate the landing page you’d like to edit on the screen.

Step 4: Click on the "pencil" icon to the right, under the Edit column.

Step 5:  Scroll down to the section titled Lead Notification Settings.

Step 6: Update the fields "Text Lead Notification to" and "Email Lead Notification to". You have the ability to list up to three phone numbers and emails in case you’d like more than one person to receive notifications.

In this section, you can also enable notifications for partial leads, add your lender to the follow-up and select a follow-up Funnel.

Step 7: The most important part! Be sure to scroll down to the bottom of the page and click the orange button that reads "Update Landing Page".

Other helpful tips!

A new system is always somewhat unfamiliar. We encourage you to learn more about how Boldleads works so that you can start seeing your return on investment!

Attend our free Boldleads training sessions. These handy online webinars come with your subscription and are a fantastic introduction to Boldleads. There are three sessions: 

1. Boldleads 101

2. Boldleads Advanced

3. Lead Conversion Training

 

 

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