Boldleads

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

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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.

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:

STEP 1:  Hover over the Leads tab in the main navigation and select View Leads in the drop-down.

ViewLeads.png

STEP 2:  Click the Lead's Image in the Name & Contact column.

LeadName.png

STEP 3:  A list of details will appear and you will see the name of the Funnel.

LeadDetails.png

 

 

 

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