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


How to send old leads to your Concierge

Your older BoldLeads are a potential gold mine for potential deals. Let our concierge help you mine those leads for appointment gold.

You can now quickly send over up to 500 leads old leads a month to our concierge in a couple of clicks. Here's how:

1. Select the leads you would like to send to the concierge. step1.png

2. Go to Choose Action and select Send to Conceirge.


3. Select the funnel, message, and timing for when you want the lead to receive that message. Once selected, press Set Funnel and Send to Concierge.


Great! Now our concierge will work your leads.

Your monthly quota of leads will be kept track of in your Text Concierge Account Settings, so you can see it any time. 



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