Using Boldleads

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

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Funnels Tab

The main Funnels tab page lists all the Funnels in your account. Each lead is assigned to a Funnel automatically based on the Landing Page the lead was generated from. Not all of these Funnels may be in use. 

 

Main Page

 

View/Edit Page - Basics:

 

Edit Funnel Message Page:

 

View/Edit Page - Details:

 

Add Email:

Add SMS (Text Message):

Add Task:

Add Voicemail:

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