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Lead Management

Import leads or link your website's lead form, then manage each lead from your pipeline or the Leads and customers page.

Overview
Leads can come into Bolster by importing them with the import tool, or by linking your website's lead form to Bolster. Leads appear in the Leads column of your pipeline, where you can open each lead's profile, add notes and create a job. You can also see all of your leads and customers on one page.

 

Get Leads Into Bolster

To import leads:

1. In the left-hand menu, click Settings.

2. Under Import tools, click Import data.

You can also link your website's lead form to Bolster. Leads submitted through the form go straight into the Leads column of your pipeline. Bolster can help you set up this link.

 

Open a Lead

1. In the left-hand menu, click Jobs.

2. Click Pipeline.

3. In the Leads column, hover over a lead and click Open. The lead's profile opens, showing everything related to that lead.

 

Add Notes to a Lead

1. On the lead's profile, scroll down to Notes.

2. Enter your notes (for example, Looking for a Kitchen Remodel and Client is from New York).

3. Click Save changes.

 

Create a Job for a Lead

1. On the lead's profile, click Create job. The Create a new pending job window opens.

2. In Name this pending job, enter a name for the job.

3. Click Start building.

 

See All Leads and Customers

1. In the left-hand menu, click Customers.

2. Click Leads and customers. All of your leads and customers open on one page.

3. To filter the list, click a tab at the top (for example, Leads, Fresh leads, Awaiting proposals or Stale leads).

4. Check the box next to a lead to select it.

5. Click Edit, Delete, New job or Archive. To change the lead's status, click More.

You can also get to this list from the pipeline. In the Leads column, hover over a lead and click View in list.

Why This Matters

  • Leads from your website or an import all land in one place in your pipeline.
  • Each lead's profile keeps everything related to that lead, including your notes.
  • You can go from a lead to a job in a few clicks.

Summary

Get leads into Bolster with Import data or by linking your website's lead form. Open a lead from the Leads column in your pipeline to add notes, save changes and create a job. To see all of your leads and customers, go to Customers > Leads and customers, where you can filter, edit, delete, archive, create a job or change a lead's status.