Using Boldleads

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


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.)



Landing Page Tab:



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




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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