BoldTrail Mobile App
If you are having any issues with the BoldTrail App, the first step is to check which version of the app you have. An outdated app can cause significant functionality issues, and you may also be missing features depending on when you last updated the app.
To find the version number, tap on the menu icon at the upper left corner, and look at the number at the bottom.
Next, visit the Play Store or the App Store on your phone and check to see if there is an update pending. If so, go ahead and install the update. Once the update has completed, you may log in again and check to see if the app is functioning correctly.
If you are still experiencing issues, uninstall the app and reinstall, and restart the phone.
Open House App
To start troubleshooting any issues with the Open House app, first check to be sure that your app is up to date by checking the version number. This can be found on the main login screen beneath the Reset Password button.
Next, go to the Play Store or the App Store on your phone, and download any pending updates for the Open House app. Log back in to ensure that you are no longer experiencing issues.
Leads Won't Sync to BoldTrail
If you are experiencing an issue where leads are not syncing from your Open House app to BoldTrail, there are a few additional troubleshooting considerations.
First, check to make sure that the contacts to be synced do not already exist in your Smart CRM, as leads will not sync over if there is already a record in BoldTrail.
If the contacts are not already in your CRM and cannot be located in the system, open the app and tap the Open House that is not syncing leads correctly to view the contacts.
Tap on the blue question mark that appears to the right of your contacts list.
On the next page, you'll be asked to enter a few details about the issue you're experiencing. Once finished, click Send Debug Info to send the report, as well as your Open House app data to our development team for review. This is an important step that greatly assists us in tracking down the root cause of your issue.
Contacting Support
If you are still experiencing issues, you can contact our Support team via chat at the bottom right side of the dashboard or email via support@insiderealestate.com. When making your inquiry, be sure to include all of the following information:
Your specific mobile device (Samsung Galaxy S22, Pixel 8, iPhone 15 Pro, etc)
Your phone carrier (Verizon, T-Mobile, AT&T, etc)
The build number or version number of your app.
BoldTrail Mobile App: Found by tapping on the menu icon at the upper left corner. The number can be found at the bottom of the menu.
Open House App: Found by logging out of the app and checking the version number below the 'Reset Password' button.
If you are experiencing an issue with syncing leads to BoldTrail via the Open House app, follow these steps before reaching out to Support.