Admins - you have the ability to choose a scope in multiple aspects of BoldTrail. A scope is a drop-down list of your entities for certain tools, like Lead Routing Rules and Smart Campaigns. Company Admins will see every entity in their account, including Agents. Office and Team Admins will only see the entity that they’re assigned to and the Agents within that entity.

For more information on user roles and entities, click here.

Entities are how BoldTrail distinguishes between Teams, Offices, and Companies.

If you’re an Office Admin that means your access in BoldTrail is specific to an Office entity. Let’s say that a BoldTrail account has 2 Offices: Nampa and Idaho Falls. An Office Admin can be added to one or both, depending on the brokerage’s needs. If an Office Admin is only added to Nampa, however, then they cannot access or manage the Idaho Falls Office website, leads, or Agents; they are specific to the Nampa Office entity.

This applies to Team Admins as well: they can only access and manage their Team’s website and leads, and they have minimal Agent management capabilities.

Company Admins, on the other hand, can access every Office, Team, Agent, and company-owned lead within the entire BoldTrail account.

Scopes can be updated within a few tools in BoldTrail. Those include:

When building a Smart Campaign the firs first thing you will set as an Admin is the campaign scope.

The scope tells BoldTrail who has access to the campaign. If you set the scope of the campaign to a group such as a Team, or Office, the campaign will be triggered for that entire group's contacts if toggled on.

Each agent who is a part of that entity will see the campaign in their library, and who configured it.

Generally speaking, you create advertisements or connect lead sources to an entity (like an Office.) Once the lead is created from that connection, it is delivered first to that entity. The rules for that entity will then dictate how to route the contact to an Agent or Admin.

From the Lead Routing page, first, select the scope that you are working in from the top left. All of your Companies, Offices, and Teams will be listed if they are set up and if you have the correct access level.

If you set up the Lead Routing rules for a specific entity, but you are actually sending all of the advertising to a different one, your rules won't really be working that well! This is why it's important to double-check your scope.

You'll first choose a Hashtag that the alert will connect to. Alerts will be set up automatically for all contacts with that hashtag that do not already have an alert. It will only apply the Search Alert to leads that have the Hashtag added, not to leads that already have the hashtag. Then you can choose the scope that this rule will apply to. ALL contacts within the selected scope will be affected. For example, if an Office Admin sets the scope to their Office, all of the contacts assigned and owned by all of the Agents in that Office will be affected.

To change the scope navigate to the dropdown menu (the placement of this will depend on which area of BoldTrail you are utilizing). Then, select the entity that you'd like to use.

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

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(Keywords: entities, entity, admin, scope)