Using Boldleads

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

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Tour of Your BoldLeads Account

 

Home Page
You'll see this page most often, as it has a table summarizing your leads, with the most recent appearing first. (The table goes on for multiple pages beyond the Home page.)

Your_Account_Overview_-_New_UI.png

 

Landing Page Tab:

 

landing_pages.png

Funnels Tab:
Leads are automatically assigned a funnel based on what landing page generated the lead.

 

funnels_main_page.png

 

Find a full overview of the Boldleads' CRM under Training ---> Your Boldleads Account. 

Home Page
Your Lead Table
Lead Profile
Funnel Tab
Landing Pages Tab
Marketing Tab
Settings Tab

 

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