Using Boldleads

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

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Boldleads Success

Ready to take a deep dive into the world of Boldleads? Our Boldleads Success webinar will give you a full tour of the Boldleads Platform. In this training, you'll learn about the additional Boldleads features and functions to help you make the most of the system.

We'll walk you through things like:

  • Audience Segmentation
  • Filters
  • Creating Tasks
  • Setting Up Reminders
  • Editing Funnel Emails

Boldleads Success webinards are held every Tuesday and Thursday at 12 p.m. (PST) and run for approximately 45 minutes. Joining is easy:

  1. Login to your Boldleads Account.
  2. Navigate to the Support Tab.
  3. Click to register for one of the live training sessions! 

Can't make a live training? Watch this recorded version of the Boldleads Success Training:

 

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