Using Boldleads

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


Do I Have to Send a CMA?

Yes. The default Funnel for Seller campaigns references a CMA being sent in the second email sent out 1 hour after the lead has been captured and the third email sent 3 days after the lead is generated.

You will need to generate and send a CMA for every lead. To send CMAs automatically, integrate your Boldleads account with CloudCMA or Market Snapshot.

You are able to edit funnels and create new funnels at any time.

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