In addition to housing your book of business and lead generation options, BoldTrail also provides you with a daily task management tool that you can use to organize your follow-up communications along with any important items on your "To Do" list.

Tasks are simple reminders that can be set manually by any user type to remind themselves of action items, like emailing a contract or calling a client back, or they can be scheduled automatically as part of a Smart Campaign, such as built-in reminders to call a New Lead after a certain amount of time.

TIP: As an Admin, you may create and assign tasks associated with Company-owned leads to an Agent within your entity or set up a Smart Campaign that uses tasks to remind Agents of certain items or actions to check off. Just choose "Assigned Agent" in the 'Assign To' field when creating the task.

For more information on viewing and completing tasks, click here.

Creating a Task

Tasks can be created in a variety of ways:

Quick Actions button
Contact Record
Smart Campaign action
Mobile App tasks
En Masse in the Smart CRM

The task templates will vary depending on which avenue you use to create the task, but the task basics like title, date, and time will remain across all of the options.

TIP: Want to create a reminder for yourself that does not need to be associated with a contact? Attach it to your test lead instead! Simply create a fake lead record in your Smart CRM with your information if you have not already done so and use that fake lead's name when creating a task.

Creating a Task via Quick Actions

The Quick Actions menu is the quickest way to create a reminder for yourself down the road.

Log into your BoldTrail account.
Click on the Search Bar at the top of the page.
Click on 'Add Task' from the drop-down that appears.
Type in the associated contact's name in the 'Contact Name' field.
Fill out the 'Title', 'Details', 'Date', and 'Time' fields as necessary.
Choose whether to assign the task to yourself (as an Agent or Admin) or to the Assigned Agent (as an Admin).
Click the green "Add Task" button on the bottom left.

Creating a Task via Contact Records

The most popular method for adding tasks is via the contact's record as this removes the need to select a name to associate the task to. You will most likely already be in the record as well so you can log other details about the conversation you had with that particular contact.

Log into your BoldTrail account.
Navigate to the Contacts tab to the left.
Search for the contact and click on their name.
Click on 'Tasks' at the top of the contact profile.
Select '+ Add Task'.
Fill out the 'Title', 'Details', 'Date', and 'Time' fields as necessary.
Choose whether to assign the task to yourself (as an Agent or Admin) or to the Assigned Agent (as an Admin).
Click the green "Add Task" button on the bottom left.

Creating a Task via Smart Campaigns

Using Smart Campaigns to create and assign tasks is an efficient way to automate your contact nurturing, whether that is for leads or past clients.

Admins can also create a Company-level Smart Campaign for Agents to use when working with Company-owned leads and integrate regulated follow-up tasks into the action items.

Log into your BoldTrail account.
Clock on the Marketing tab on the left.
Click on the Smart Campaigns tile.
Click on the Campaign Name that you wish to add a task to.
Click on the green "+ Add Action" button to the right.
Choose 'Task' from the drop-down that appears.
Fill out the 'Name', 'Template', 'Time Unit', and 'Time Value' as necessary.
Click the green "Add" button in the bottom right.

Creating a Task via the Mobile App

The BoldTrail mobile app gives you immediate access to your contacts while you are on the go and you have the ability to create task reminders for yourself the moment you think of them regardless of where you are. You can also easily save a task when talking with a client so you are reminded to complete it once you are back in the office.

Log into your BoldTrail mobile app.
Click on the Contacts tab at the bottom.
Search for the contact and click on their name.
Click on the blue '+' icon in the bottom right corner.
Click on 'Add Task' from the list that appears.
Fill out the 'Title', 'Task', 'Date', and 'Time' fields as necessary.
Click either the grey "Save" or "Save & Add Another" button at the bottom.

A note will then appear in the contact's record stating a new task was added that you will then be able to mark complete on its due date.

For more information on viewing and completing tasks, click here.

Creating a Task En Masse

You can quickly create a task and assign it to multiple contacts at once when you access the Smart CRM. This saves a lot of time when setting a reminder for yourself that affects a batch of contacts, like announcing an upcoming client mixer or home buying info webinar, for example.

1. Log into your BoldTrail account.

2. Navigate to the Smart CRM tab to the left.

3. Filter for the contacts you would like to apply the task to.

4. Check the boxes next to the names of the desired contacts.