Contacts Tab Features
Your Contacts tab will allow you to view and filter between your personal contacts as well as the contacts you can access depending on your permissions.
Add a new contact by clicking the + at the top right. All of the same rules for adding contacts to BoldTrail apply as they normally would. Mainly, be sure you have a name, and a number or email address. And, be sure to specify that you have permission to contact them.
You can filter out your contacts using some of the same filters found in your Contacts. You may also save filters you use frequently for easy access.
All contacts you can access according to the current filters.
Search - Entering any known information into this field will filter out matching contacts within your current view. So, if your list is already filtered, you will be searching within that filtered list. Be sure to clear your filters if you are having difficulty finding specific leads.
Tip: You can swipe between My Contacts, All Contacts, Status, and Saved Filters for easy access.
Add A New Contact
In the mobile app, tap on Contacts at the bottom.
Then, at the bottom right corner of the screen, click on the '+' button.
On the following screen you can start adding the contact details.
Some of the fields you can specify:
Lender - Begin typing a lender's name to select them from the list.
Email or Cellphone - Required to add a new contact.
Permission To Call/Text/Email - You must set this to 'yes' to state that you have permission to contact this person.
Smart Campaign - Begin typing the name of a smart campaign to choose it from the list.
CC Lender - Notify the lender you selected with the notes that you enter below.
Once you've entered a name, an email or cell number, and selected Yes for permission to contact, you can tap on the green Save button below, or Save & Add Another to bring up the add a contact form again.
Filters
Filters can be used to limit the list of contacts to just the ones that match a set of attributes like a combination of hashtags, statuses, sources, or whether or not they have search alerts configured.
To access filters, tap on the Filter button on the Contacts page within the app.
If a filter is set, then the icon will turn green:
While a filter is set, you can see the filtered list by the main contacts list and also by status.
The My Contacts tab will show you all contacts that match the filter criteria. The Status tab will show you the total number of filtered contacts in each status.
To clear or cancel filtering, tap on the filter button, and click on the green 'clear' button at the bottom of the page.
Saving Filters
In order to save a filter, you must specify a name, and click on 'Save' at the bottom.
Clicking Search will not save the filter and instead, immediately filter your contacts.
Once a filter is saved, you can access it at any time, by tapping on the 'Saved Filters' tab, and choosing the filter you saved.
Contact Details
Contact's name
Contact's status
Contact type and star rating
Listing views, including last active (on your website) date
Last dialer call
Tabs for each list of data.
Timeline - View your Contact's timeline events.
Tasks - View and complete tasks and phone calls for this contact using the checkmark to the far right of each task/call.
Profile - View additional profile details on this contact. You can edit their email, phone number, search alerts, smart campaigns, or hashtags.
Use the checkboxes to complete tasks or calls. On the timeline, tap on texts to view text message history. Tap on listing views to see listing details.
Add something to this contact, or send something to this contact. Available actions are:
Call - Uses your phone's call feature (not the smart number.)
Text from my Smart # - Send a text message to this contact via the smart number.
Text from my Phone # - Use your cell phone's built in messaging app to send a text. You will need to give the BoldTrail app texting permissions.
Email - Send an email to this contact.
Invite to Homeownership app - Invite this contact to join Homeownership.
Add Note - Add a note to the contact's profile.
Add Task - Create a new task for this contact.
Premium Video - Record and send a video using your Premium Video subscription.
Voicemail Drop - Send a voicemail to this contact.
Transfer Lead - Transfer the lead to a different Agent.
Share Lead - Share the lead with another Agent.
Delete Lead: Delete the lead from your CRM.
Tip: You can swipe between the Timeline, Tasks, and Profile tabs for easier navigation.
Tasks
To add a task from a contact's profile, click the '+' symbol at the bottom right and select Add Task.
Next, add the task title, details, date, and time. Tap the Save button when completed, or the Save & Add Another button if you have multiple tasks to add.
Note Pins
You can also pin a note when you create it. Just flip the switch when creating your note:
Canned Responses
When texting or emailing using the mobile app, you can select canned responses that you've previously created. To learn more about creating canned responses, click here.
Emailing
Select the canned response by name from the drop down menu:
Texting
First, tap on the message icon at the bottom left:
Then, choose the desired message. Tap the green 'X' to cancel.
