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

fennels_main_page_with_info_new_UI.png

 

Access/Edit Page - Basics:

Funnel_Access_new_UI.png 

Add Funnel Messaging:

Add_messaging_to_funnels__new_UI.png

 

Add Email:

email_choices_funnel__New_UI.png

 

Add SMS (Text Message):

text_msg_funnel__new_UI.png

Add Task:

task_funnel__New_UI.png

Add Voicemail:

vm_broadcast_funnel__New_UI.png

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