First steps in BoldSales

This guide walks you through the essential first steps in BoldSales, including adding contacts, creating deals, sending emails, logging calls, scheduling meetings, and managing tasks. It provides quick methods, keyboard shortcuts, and tips to help you start organizing your sales activities efficiently.

Add your first contact or lead

There are multiple ways to create a contact:

• From the sidebar, open Contacts and click + Contact.
• Click the + icon in the top-right corner on the screen and select Contact.
• Keyboard shortcut: Press N + C.
• Home page: In Contacts & Companies, click the + icon in the Contacts widget.

Once the form opens:

• Enter the basic details in the quick create form popup. This was designed to allow you to create the contacts quickly.
• If you want to add more details, you can click the Expand create form icon and update the details.
• Click Create to save the contact.

Create your first deal

There are multiple ways to create a deal:

• From the sidebar, hover over Pipelines and choose the desired pipeline and click the Create button in the page.
• Click the + icon in the top-right corner on the screen and hover over Pipelines and then select the pipeline for which you are adding the record.
• Keyboard shortcut: Press N + D. Pressing N + D opens the deal form for the first pipeline in your Business Process Pipelines list.
• Home page: In Pipelines, click the + icon in the deal widget.

Once the form opens:

• Enter the basic details in the quick create form popup. This was designed to allow you to create the deals quickly.
• If you want to add more details, you can click the Expand create form icon and update the details.
• Click Create to save the deal.

Start the conversation over email or call

Email

BoldSales helps you keep all emails organized and linked to contacts, companies, and pipeline records. There are multiple ways to send an email:

• Go to the Contacts or Pipelines module, open the desired record, navigate to the Emails tab, and click the New email icon to compose your message.
• Go to Activities > Emails from the sidebar and click the New Email button.
• Keyboard shortcut: Press N + M.
• Home page: In Activities section, click the + icon in the Emails widget.

Composing and sending an email

• Fill in the To field with the recipient’s email. Add Cc or Bcc if needed. If you’re sending the email from a pipeline record or a contact record, the To field will automatically populate with that contact’s email address or the primary contact associated with the pipeline record.
• Enter a subject and message as per the requirement.
• When ready, click Send.

For more details, visit: Setting up the user profile

Call

You can record call details in BoldSales to keep track of your communication history from your calls.

• Go to the Contacts, Pipelines, or Companies module and click the required record.
• Go to the Calls tab of the record.
• Click Log call icon to open the form.
• Enter call details such as subject, type, outcome, start time, duration, owner, notes, and attach related files or recordings.
• Click Update to log the call.

Schedule a meeting

To schedule and manage meetings in BoldSales, use events, which are time-specific appointments that can be synced with your connected calendar.

There are multiple ways to create an event:

• Go to the Contacts, Pipelines, or Companies module, open the desired record, navigate to the Events tab, and click the + Event.
• Events module: From the sidebar, open Activities and choose Events and click + Event.
• Click the + icon in the top-right corner on the screen and select Event.
• Keyboard shortcut: Press N + E.
• Home page: In Activities section, click the + icon in the Events widget.

Once the form opens:

• Provide all essential details such as the event title, meeting time, participants, host, and agenda.
• If your BoldSales account is connected to Google or Outlook Calendar, the event will automatically sync with your calendar.
• If a video conferencing platform like Google Meet or Microsoft Teams is integrated, you can generate a meeting link that allows participants to join with a single click.
• Meeting invitations will be automatically sent to all participants.
• Click Create & Invite to save the event and send out invitations.
  
  

For more details, visit: Syncing events with external calendars

Create and manage your tasks

Tasks help you track to-dos and follow-ups by setting due dates for actions you need to complete.

There are multiple ways to create a task:

• Go to the Contacts, Pipelines, or Companies module, open the desired record, navigate to the Tasks tab, and click the + Task.
• Tasks module: From the sidebar, open Activities and choose Tasks and click + Task.
• Click the + icon in the top-right corner on the screen and select Task.
• Keyboard shortcut: Press N + T.
• Home page: In Activities section, click the + icon in the task widget.

Once the form opens:

• Enter the basic details in the quick create form popup. This was designed to allow you to create the tasks quickly.
• If you want to add more details, you can click the Expand create form icon and update the details.
• If your BoldSales account is connected to Google or Outlook Calendar, the task will automatically sync with your calendar.

For more details, visit: Syncing tasks with external calendars

Frequently asked questions (FAQs)

What’s the difference between tasks and events?

Tasks are actionable items that help you track things you need to complete by a specific due date, such as follow-ups or to-dos. Events are scheduled, time-bound activities with a fixed start and end time, like meetings or appointments.

Are activities linked to the respective records?

Yes. You can create a task or event and link it to a contact, company, or pipeline record, or you can create it directly from that record. Either way, it will show up in that record’s page.