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[BoldTrail] Website Basics & Daily Best Practices

Learn more about best practices with these quick guidelines.

Updated over a week ago

Things You Should Do in BoldTrail Every Day

Add More Leads

  • LeadEngine - Bulk Add Tool

  • LeadEngine - 3rd Party Leads

  • LeadEngine - Lead Generation

SPEED to LEAD

  • New Leads

  • Showing Requests & Questions

  • Daily Calls and Tasks

  • Dashboard

Incubate Those Leads!

  • Listing Alerts

  • Market Reports

  • Seller Reports

Work Your Follow-Up System

  • Smart Campaigns

  • Smart CRM

    • Saved filters are your friend!

  • Mass Communications

  • Send out listings


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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