Using Boldleads

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

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Settings Tab

The Settings contains a list of tabs that contains all of your basic and advanced account settings.

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Account Settings

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Manage your login, default email signature, Account owner, and more!

Lead Statuses

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Create your own statuses for the lead table.

Subscription Payment

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Update the credit card information we have on file.

Payment History

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See all your previous payments here.  View, print, download, or email invoices.

Connect your CRM

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Boldleads integrations with some other CRM's via the API.

Email Routing Settings

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Send leads from other platforms into your Boldleads system.

Buyer Links

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Contains links from either your MLS or website to generate a list of homes for your leads.

Earn $50

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Refer a friend to Boldleads and receive a $50.00 credit!

Manage Your Team

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Add licenses to allow other agents to access your account.

Assignment Rules

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Automatically assign leads to an agent based on day, time, source, Landing Page, and type of lead.

Email & Text Templates

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Create email or text templates to save time with repetitive messages being sent out.

 

You can also find the settings for any add-on's and the ability to sign up from inside of your Account.

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CloudCMA

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Seller Accounts only. Integrate Boldleads with a CMA provider to send out reports to your leads.

Market Snapshot

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Seller Accounts only. Integrate Boldleads with a CMA provider to send out reports to your leads.

Lead Intelligence

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Buyer Accounts 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

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Add a voicemail message to your Funnels or Marketing Blasts.

Extra Text Messages

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We already provide you with 2,500 text messages at no additional cost to you.  If you need more, you purchase packages here.

 

 

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