Using Boldleads

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


Do CMAs Send Automatically?

The short and quick answer: no, but they can!  

Boldleads does not automatically send CMAs, but we integrate with two services that do: CloudCMA and Market Snapshot. Once you purchase and set up one of these services, you will be able to automatically send a CMA from your Funnel. 

You can sign up for CloudCMA or Market Snapshot from the Settings tab in your Boldleads Account. 

Click here for instructions to sign up for CloudCMA.

Click here for instructions to Sign up for Market Snapshot.

If you already have an account with CloudCMA or Market Snapshot, you do not need to sign up for another account. Only a few details are needed to set up the connection and configure the CMA to send from the funnel.



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