Contacts at a Glance
Your BoldTrail platform is astoundingly robust from the moment you log in. It is already primed to smoothly integrate into your business and used in conjunction with your current processes and goals.
One of the great aspects of BoldTrail is the ability to seamlessly contact your leads, using channels like email, phone, SMS text, and Video messages.
The Contacts tab from the navigation menu on the left-hand side is where you can find all of your contacts' information (including saved searches, past communication, etc).
Please Note: No matter the number of leads within your Contacts only 10,000 will automatically pre-load. This is a result of a new loading structure that's been added to the platform on the back end, which will improve loading speeds in the Smart CRM. You will still have access to the total number of leads in your CRM. You may still filter or search in your CRM to your liking to be able to find any lead in your CRM.
Tip: You can use the pop-out menu to filter your leads by the available criteria, and save those filters at the top for later use.
Contacts Quick Links
Below are a few quick links to our most helpful Contacts features!
Adding & Managing Contacts
Contacts Tab Filtering
Communicating With Your Contacts
Hashtags
If you have any questions or need further assistance, please reach out to Customer Support via the blue chat bubble to the right or by emailing marketplacesupport@insiderealestate.com!