Leads & clients

2 guides

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

Video · 1:15→

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

Video · 2:20→

Pipeline & dashboard

3 guides

Pipeline Overview on the Bolster PlatformUse the Pipeline to see all your leads and jobs in one view, then open each column as a list to filter, search, and update them.

Video · 3:37→

Using Insights on the DashboardGet an overall snapshot of your business from the Dashboard and customize which insights it shows.

Video · 1:05→

How do I generate reports in Bolster?Use the filters on the Financial > Reports page to generate a report, then export it to Excel or adjust columns and zoom.

Video · 0:52→