Using Boldleads

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

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How Do I Change The Email Or Text Notification Settings?

Business changes and so can your processes. In your Boldleads Account, you can change your Lead Notification Settings at any time.  The instructions directly below are for our latest interface.  The instructions for the prior interface follows immediately afterward.  Please read the full article on all points related to this topic.

How to change the email or text notifications settings for the current interface:

Step 1: Login to your Boldleads Account.

Step 2: In the top-level navigation click on Landing Pages > View Landing Pages.

Step 3: Locate the Landing Page in the table on the screen

Step 4: Click on the Pencil icon in the Edit column

Step 5: A new page will appear titled Edit Landing Page > Click on the oval titled "3. SETTINGS"

Step 6: Scroll down to the section titled Lead Notification Settings.

Step 7: Update the fields "Text Lead Notification to" and "Email Lead Notification to". You can list up to three phone numbers and three emails in case you’d like more than one person to receive notifications.

In this section, you can also enable partial lead notifications, add your lender to the follow-up and select a follow-up funnel. Check out our other articles on Partial Leads and Follow-Up Funnels.

Important! Be sure to scroll down to the bottom of the page and click the Save Changes button.

Add Additional Phone Numbers or Emails

You have the ability to add up to three emails and three phone numbers for each Landing Page. You can add any combination of email addresses and phone numbers for additional team members, assistants, or partners. The Lead Notification fields are located in the Landing Page Settings.  

Important Note About Your Login Email Address

The login email address and the email address that we send your lead’s replies to are the same email.  If you change the login email address, your Lead’s replies will go to the new email address and it will become your new login email. Your login email can be changed from the Settings Tab.

Agent Seat Notifications

If you have an Agent Seat attached to your account, there are different instructions to update those notifications. Please reach out to our Support Team and we’ll walk you through the Agent Seat Notification change process.

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