Your book of business or sphere of influence (SOI) is the most important aspect of your real estate business. Engaging with your contacts regularly is part of the recipe for successfully converting them to current and past clients.

In order to effectively engage with and nurture them, you should regularly review their activity, past conversations, and any notes you have gleaned from your interactions with them. That is where their contact record in the Smart CRM becomes a vital tool for you.

To access a contact's record, you must first be logged into your BoldTrail account.

1. Navigate to the Contacts tab to the left.

2. Search for the contact and click on their name.

Alternatively, you can use the omnisearch bar at the top to search directly for a specific contact.

The contact's record will open to the Timeline by default, enabling you to easily review their activity and past engagements along with other details.

You can send any needed communications from their record as well as view and adjust their Search Alerts, Smart Campaigns, and more.

A contact record can be split into four sections:

The left column holds that person's name, status, star rating, lead type, contact information, and summary at a glance.

The summary will always display the initial information BoldTrail was able to gather about the contact when they were added to your CRM, like average property details, the creation date, and source.

Hashtags can be edited and viewed from the left side of the contact record using the 'Hashtags' section.

The middle section of a contact's record will default to the Timeline tab which records any activity done by that person, communication to and from them, as well as notes, tasks, and calls that have been created.

If you click on Show future touch points, a list of upcoming Smart Campaign-related actions will appear and you may remove any of them if they do not apply to that specific contact.

To add a note from the contact record, enter the profile from the Contacts tab. Click the 'Add Note' button from the top right.
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A modal will populate like when adding a note from Quick Actions, except the name will already been added. Fill out with the information you'd like added to the contact.

Although you can add notes to phone calls, or scheduled calls, they will always be attached to that event. The yellow 'add note' option adds a completely separate note to your contacts timeline.

Another way to easily create hashtags within a contact record is by using the "Add Note" option. If you are adding notes to a contact's record about a recent conversation or search result, for example, you can also add hashtags using that same note to automatically apply to that particular contact.

This is helpful if you use #Engaged or #Prefers_Texting labels to quickly determine a contact's engagement level or preference.

To add a hashtag, use the # symbol in the note section and either type out your desired hashtag or select one from the drop-down menu.

Click the blue Add Note button.

You will see a note in the contact's Timeline and the hashtag will appear in the left-hand column under the Hashtags section.

You can pin notes with important information to the top of your contact's profile by either clicking the Pin Note to Top toggle when creating the note or selecting the pin icon next to the note in the Contact Record.

Easily share information by tagging Agents & Lenders within your account in a contact's notes.

To tag a colleague open the notes and type '@'. Then continue typing their name or email and select the correct person from the dropdown menu. They will then get a notification informing them of the note.

To the right of the contact record, you will find a list of further actions you can take with that particular person, including calling, emailing, texting, adding notes, and sending a CORE Voicemail Drop or CORE Video if you have a subscription to either.

To learn more about Voicemail Drop, click here.

To learn more about Premium Video, click here.

Under the More Actions drop-down, there is an additional list of options that enable you to share or transfer the contact, unsubscribe or re-subscribe them, and much more.

You can view and edit Search Alerts, Smart Campaigns, Market Reports, and Seller Reports from the right side of the contact profile.

If your brokerage has Present a section will be visible to create/view presentations for the contact.

If your brokerage does not have Present a Listing Valuation section will be visible.

To learn more about Present, click here.

If you click the Edit Profile tab from the top navigation you are able to see and edit more information like the assigned Lender, additional phone numbers, their address, and more details on their source.

This will open a modal that allows you to add, remove, or change the following details:

You can edit most of these fields as desired, however, the some may not be editable based on your brokerage settings or contact ownership.

To learn more about daily calls, click here.

If you add a property to the Valuation area, the contact will automatically receive a Seller Valuation report for their property. BoldTrail will continue to send those emails every 28 days until you remove the address.

If you click into the Search Alerts tab along the top you will be able to review, edit, enable and disable that contact's search alerts.

If you have enabled your Google/Gmail sync within BoldTrail, you can use the Files tab to upload any paperwork, images, etc. to a contact-specific folder within your Google Drive.

This is handy when you need to be able to access a client's information or paperwork from a different device.

To learn more about syncing your Google/Gmail account to BoldTrail, click here.

If you add a transaction management system (DocuSign, Dotloop or Skyslope) to BoldTrail and link a transaction to a specific contact you can view it from the Transactions tab at the top of the contact profile.

To learn more about DocuSign, click here.

To learn more about Dotloop, click here.

To learn more about Skyslope, click here.

If you would like to review the contact's information and notes ahead of completing a task, you will still be able to view and complete any assigned tasks for that particular contact by accessing the 'Tasks' tab at the top of the contact profile.

If you need to see the full list of upcoming or completed tasks, click the All Tasks button.

There you will see the entire list of scheduled and completed tasks.

Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!