Using Boldleads

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

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I Just Signed Up, are My Leads Assigned to a Funnel?

Yes! By default, all new leads are assigned to a Funnel.

To see which Funnel a lead is assigned to, follow the instructions directly below for our newest interface.  If you are still using the prior interface, the directions are right after.

To learn how to disable or reassign a Funnel for a specific lead: Click Here

To learn how to disable an entire Funnel: Click Here

Directions to view the Funnel assignment in our new interface:

  1. Go to the Leads View.
  2. Click the lead's image in the Name & Contact column. 
  3. A list of details will appear.
  4. The Funnel the lead is assigned to is indicated on the 2nd line.

 

Directions to view the funnel assignment if using the prior interface:

  1. Go to the Leads View.
  2. Click the button in the Funnels column. 
  3. The Funnel the lead is assigned to will appear in GREEN.

 

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