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How to Add a Client Lead

Learn how to add a new client or lead into your Bolster pipeline using the Add Lead button or the multi-create Plus button.

Overview
Adding a client or lead into your pipeline is one of the first steps you'll take whenever a new individual requests a proposal. In Bolster, "lead" and "client" refer to the same thing. There are two ways to start adding one, and both lead to the same setup process.

Before You Begin

  • Have the client's email address or 10-digit phone number ready.

1. Log in to your Bolster account.

2. In the left-hand navigation, click Jobs, then click Pipeline.

3. In the Leads column, add a client using one of the following methods:

  • Click the Add lead button, or
  • Click either + button (one is at the top of the Jobs panel, the other is on the Pipeline view itself -- both do the same thing), then select New customer from the "What would you like to create?" menu.

4. Enter the client's email address or 10-digit phone number.

5. Click Next.

6. Fill out the client's details, including whether they are Commercial or Residential.

7. Enter the client's address.

8. Choose the Account Owner to tag the client to (optional).

9. Select a Lead Source if needed (optional).

10. Click Save Customer.

Once saved, the client will appear in your leads and clients list. From here, you may choose to create an estimate, view the client's profile, add another client, or view all existing clients in a list. If you do not wish to take further action, select Cancel at the bottom of the menu.

 

Tips & Best Practices

  • Email or Phone, Not Both Required: You only need to enter one piece of contact information (email or phone number) to move to the next step.
  • Optional Fields Are There If You Need Them: Account owner and lead source are not required, but they can help you organize and track your pipeline.

Why This Matters

  • Ensures every new client or lead is captured and organized in your pipeline as soon as they request a proposal.

Summary

You can add a new client or lead in Bolster from the Pipeline view under Jobs, using the Add lead button or the + button, entering their contact information, details, and optional account owner and lead source before saving.