Boldleads

Get to know the basics with a few helpful tips and 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 your list of leads and a brief overview of each.  The most recent appearing first. (The list is split into multiple after 10 leads).

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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