Using Boldleads

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


How Do I See What Emails Have Been Sent To My Leads?

Just like a traditional CRM, we document all of the emails/texts that your leads receive. You can quickly see the cadence of communication under the Lead's Profile Timeline. 

To access the Lead's Profile Timeline: 

1. Navigate to the Leads View.

2. Click on the lead's name.

3. A new screen will appear, displaying the Profile View.

4. The Profile Timeline is located in the right-hand column.



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