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[BoldTrail - Admin] BoldTrail Admin Overview
[BoldTrail - Admin] BoldTrail Admin Overview

Learn more about the different Admin functionalities within BoldTrail.

Updated over 5 months ago

Being an Admin is a lot of work - inside & outside of BoldTrail. This means that you need your software to work for you. InsideRE is here to make your life easy so you can spend time doing what you do best: being there to support your Agents.

Here is a comprehensive overview of how you can use BoldTrail to enhance your Admin experience.

Dashboard & Profile

  • Profile Settings - Company: Learn how to set up your Company Profile.

  • Profile Settings - Office: Learn how to set up your Office Profile.

  • Profile Settings - Team: Learn how to set up your Team Profile.

  • How to Set Office Hours: Learn how to set Office hours for your Agents.

    • Please Note: Automatic communications will always fall under Office hours. If you set hours for 8 am - 8 pm, this means that emails or texts may automatically go out as late as 8 pm to your Agent's contacts.

  • Dashboard Overview: Learn more about the Dashboard Activity Stream and how to view all your Agent's activity for the entity of which you're an Admin (Team, Office, or Company).

    • Company Admins can learn more about the 'My Business' tab!

  • SSO (Single Sign-On) Support & Instructions: Learn how to add SSO links to your Company Cloud on the Dashboard. All Agents within your Scope will have access to the SSOs & links.


Managing Users

  • Defining User Roles: Learn about the different roles in BoldTrail and Admin access levels.

    • Company Admin

    • Office Admin

    • Team Admin

    • Agents

    • Lenders

  • How to Add Agents: Learn how to add Agents to BoldTrail.

    • Please Note: You must be a Company level Admin to add new Agents to the system.

  • How to Remove or Delete Agents: Learn how to delete Agents from BoldTrail or remove them from a specific Office or Team.

  • How to Generate an Agent Subdomain: Learn how to create a website for a new Agent if you don't initially create one when adding them to the system.

  • Agent Accountability Tools: Learn how to set Agent Accountability to ensure all contacts are being followed up as needed.

  • How to Make a User an Admin: Learn how to give an Agent Admin permissions for the entity level of which you're an Admin. For example, you're an Office Admin. This means you can give Office Admin permissions to another Agent who is a part of the Office.

  • Roster Only and Inactive vs. Hide Agent: Learn how to have Roster Only Agents or make Agents Inactive within BoldTrail.

  • How to Add Lenders: Learn how to add Lenders to the system so your Agents can easily connect with them and manage their contacts.

  • How to Mass Email and Text Your Agents: Learn how to mass email and text all of the Agents from the system, within your entity (Team, Office, or Company).

  • How to Configure Lead Routing: Learn how to set up Lead Routing in order to automatically have leads sent to Agents based on set criteria.

  • How to Lock Agent Profile Name: Learn how to lock the Agent name within their Profile.

  • Lead Privacy Overview & FAQ: Learn more about Lead Privacy and how to enable it for your account.

    • Please Note: Only Company Admins can request for Lead Privacy to be enabled for their account. To enable Lead Privacy please reach out to your Account Manager for assistance.

  • How to Enable Team Lead Privacy: As a Team Admin, learn how to enable Lead Privacy for your Agents.

  • How Do I Turn Off Lead Duplication?: Learn how to disable Lead Duplication for your account.

    • Please Note: Lead Duplication is enabled at the account level. Only Company Admins have the ability to update Lead Duplication. For assistance with enabling or disabling this setting please reach out to your Account Manager.


Smart CRM


Marketing & Automation


Websites


Transactions

  • How to Connect SkySlope to BoldTrail : Learn how to connect the SkySlope transaction management system to BoldTrail for your Agents.

    • Please Note: SkySlope can only be connected by a Company Admin.

  • How to Connect Dotloop to BoldTrail : Learn how to connect the Dotloop transaction management system to BoldTrail for your Agents.

    • Please Note: Dotloop does NOT require an Admin/Broker to connect to BoldTrail, however, it is recommended.


Business Analytics & Reporting


Branding & Compliance


Marketplace

  • BoldTrail Team Add-On: Learn more about what the BoldTrail Team Add-on has to offer you and your Agents.

  • [Present] General FAQs: Learn more about Present - the next evolution of dashCMA and a pioneering tool in the listing presentation space

    • Please Note: CORE Present must be purchased at the account level by a Company Admin. For more information please use the Present tile within your Marketplace.

  • Premium Video for Groups Overview: Learn more about purchasing Premium Video powered by BombBomb for your Team, Office, or Company.

    • Please Note: A minimum of 5 users is required to purchase Premium Video for Groups.

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

(Keywords: admin, overview)

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