Boldleads

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

Follow

How to Claim a lead with Text Concierge

When you claim a lead with Text Concierge, it means you are ready to take over the conversation. The lead will not know you have taken over the conversation.

You can claim the lead from within your BoldLeads inbox or you can claim it in the lead's profile view.

How to claim a lead in the inbox:

Screen_Shot_2018-10-01_at_9.31.57_AM.png

How to claim the lead in the lead's profile:

Screen_Shot_2018-10-01_at_9.45.12_AM.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.