The Settings contains a list of tabs that contains all of your basic and advanced account settings.
Account Settings
Manage your login, default email signature, Account owner, and more!
Lead Statuses
Create your own statuses for the lead table.
Subscription Payment
Update the credit card information we have on file.
Payment History
See all your previous payments here. View, print, download, or email invoices.
Connect your CRM
Boldleads integrations with some other CRM's via the API.
Email Routing Settings
Send leads from other platforms into your Boldleads system.
Buyer Links
Contains links from either your MLS or website to generate a list of homes for your leads.
Manage Your Team
Add licenses to allow other agents to access your account.
Assignment Rules
Automatically assign leads to an agent based on day, time, source, Landing Page, and type of lead.
Email & Text Templates
Create email or text templates to save time with repetitive messages being sent out.
Text Concierge
Text Concierge Settings and Concierge Notes.
You can also find the settings for any add-on's and the ability to sign up from inside of your Account.
CloudCMA
Seller Accounts only. Integrate Boldleads with a CMA provider to send out reports to your leads.
Market Snapshot
Seller Accounts only. Integrate Boldleads with a CMA provider to send out reports to your leads.
Lead Intelligence
U.S. Clients Only. Lead intelligence will take any partial leads or address captures and run the address through the Cole Directory and append any additional information found for that address.
Voice Broadcast
Add a voicemail message to your Funnels or Marketing Blasts.
Extra Text Messages
We already provide you with 2,500 text messages at no additional cost to you. If you need more, you purchase packages here.
0 Comments