Using Boldleads

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

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How Do I Sign Up For Market Snapshot?

Market Snapshot is another great and easy way to create reports for your leads. When you sign up for Market Snapshot through Boldleads, you receive a discount! 

Signing Up for Market Snapshot

Before you get started, it's important to confirm your MLS works with Market Snapshot. 

Click here to review the full list of the MLS areas served through Market Snapshot. 

Once you've confirmed that your MLS and Market Snapshot work, navigate to the Boldleads Dashboard to sign up. If you are a new Market Snapshot customer, this is where you can take advantage of the discount offer!

How to sign up for Market Snapshot through your Boldleads Account

  • Login to your Boldleads Account.
  • Click Settings.
  • Click Market Snapshot in the left-hand column.
  • Click on the green button titled I Need a Market Snapshot Account for a 15% discount! This will take you to a sign-up page on Market Snapshot's website.
  • Sign up for a Market Snapshot Account.
  • Return to your Boldleads Dashboard and click the I have a Market Snapshot Account button.
  • Click Connect.
  • Enter your Market Snapshot username and password.
  • Click Close.
  • Click Create New.
  • Your Market Snapshot Settings should appear.
  • At this point, you'll need to verify that the Funnel is set to the Default Funnel that you've assigned to the Leads. 
  • Next, adjust the section titled When should this message be sent? This step will tell the system how long you're going to wait between Funnel emails. We recommend between two hours and three days.  
  • Finally, click Save this Message.

I already have a Market Snapshot Account

Great. You're already a step ahead. In just a few steps, you'll be able to connect your current account with your Boldleads Account. And then, you'll be ready to automatically send out CMA reports to your leads. 

How to connect an existing Market Snapshot Account to Boldleads

  • Login to your Boldleads Account.
  • Click Settings.
  • Click Market Snapshot in the left-hand column.
  • Click I Have a Market Snapshot Account.
  • Click Connect.
  • Enter your Market Snapshot username and password.
  • Click Close.
  • Click Create New.
  • Your Market Snapshot Settings should appear.
  • At this point, you'll need to verify that the Funnel is set to the Default Funnel that you've assigned to the Leads. 
  • Next, adjust the section titled When should this message be sent? This step will tell the system how long you're going to wait between Funnel emails. We recommend between two hours and three days.  
  • Finally, click Save this Message.

Important Note! If you have a Top Producer Account associated with this existing Market Snapshot account AND you setup your Boldleads Account to automatically send captured leads to Top Producer, we recommend you do not setup this connection. Your Top Producer account will automatically send a CMA to all incoming leads. If you setup your Boldleads Account to send a CMA, TWO CMAs will be sent to your leads; one from the Boldleads Funnel and another from your Top Producer/Market Snapshot Account.

 

 

 

 

 

 

 

 

 

 

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