Overview
The mobile app is designed for Agents on the go. With it you can manage and handle your daily goings-on in BoldTrail without needing to log into your computer. All of the tasks and calls that you schedule or that your Smart Campaigns schedule are manageable from the app, as well as some other essential tasks like mass texting or emailing! The app will also notify you of important events including new leads that you can accept from your companies/offices/teams rotation.
What You Can Do in the App
Enable or disable notifications
Accepting new lead notifications
Conversation style messages & Activity Stream
Add new Contacts
View contacts by status (New Lead, Active Lead, Closed, etc.)
Add notes to contacts
Manage contact hashtags
Create tasks for contacts
Call contact with dialer
Send text from smart number OR cell number
Email contact
Mass text/email 250 contacts at once
View & edit existing search alerts
Transfer contacts
Configure Search Alerts
Use the dialer to handle today's scheduled calls, and calls from system generated lists
Use the dialer to call specific lists of contacts by hashtag
Mark Tasks as complete.
Tap on tasks to expand them to see the full text/description.
Search for listings
Copy listing links
Send via email or text
Mobile App Quick Tour
Navigate to each section using the main menu options along the bottom:
- Logout when you need to by using the menu option on the upper left:
- While on the Contacts tab, you can add new contacts, or while on the Tasks tab, you can add new tasks with the 'add' button on the top right.
Menu Items
Access the mobile help desk from within your app to chat with the support team
Links to the Open House App.
Access push notification settings.
Access the mobile BoldTrail website if you need to use a feature you cannot find in the app. It will automatically log you into BoldTrail, and when you're ready to return to the app, simply tap on the large "BACK TO APP" link at the top of the screen.