Your account is already configured with default settings and can be used as soon as your account is live. There are many ways that you can personalize your settings for your Company, Offices, and Teams as well as your smart settings. Here is a list of optional configurations and documentation you can follow to update specific settings to align them with your business model.

Account Settings includes profile settings for all entity levels (Company, Office, and Team profiles), as well as Agent Accountability rules set by Admins. Admins will have access to edit the profile settings of their respective entity (Company Admins may edit Company settings, etc). This is where you can provide vital information to your clients and make your websites more robust and inviting.

To learn more about configuring the Company profile settings, click here.

To learn more about configuring Office profile settings, click here.

To learn more about configuring Team profile settings, click here.

Agent Accountability is set at the Office or Team level. Agent Accountability includes a set of rules that you can configure in order to help your team with their busy schedules and lives, in an intelligent way that helps ensure a high quality of service to your leads, as well as protecting your ad-spend in the face of unforeseen events.

To learn more about the specific Agent Accountability tools, click here.

The Website Management tab in BoldTrail is organized into different sections that each contain settings you may wish to use when fine-tuning your website.

To learn more about Website Management Settings, click here.

If you are looking for a way to make your BoldTrail website stand out online, Inside Real Estate's in-house Professional Services team can turbo-charge your website design.

​To learn more about the InsideRE Premium templates, click here.

Build and manage your campaigns (ie. drips) using BoldTrail's Smart Campaigns feature. Smart Campaigns can provide everything you need to deliver beautiful, high-value content to keep you top of mind, drive engagement, and turn more contacts into closed business.

​To learn more about Smart Campaigns, click here.

When importing contacts into BoldTrail, you have two options: 'Let Us Handle It' - allow the Inside Real Estate team to upload for you to save time and avoid incorrectly importing your data, or 'DIY' - import the contacts yourself to retain full control over the process.

To learn more about both import options, click here.
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Lead Routing is important as an Admin, as it allows you to specify how leads are distributed to different entities from any Source. Lead Routing can better organize lead distribution and make life easier for Agents and Admins alike.

To learn more about lead routing options for your account, click here.

Contact Sources

It's crucial to understand the different contact sources in BoldTrail and how to use them effectively.

To learn more about contact sources, click here.

Lead Dropbox Email

Emails from some sources can be specifically identified and imported correctly and automatically via the BoldTrail lead dropbox email.

To learn more about which sources are supported, click here.

Zapier

BoldTrail has numerous options for funneling your generated leads to the Smart CRM. However, there are situations when it’s not readily apparent how you would move leads from one system into BoldTrail automatically – Zapier may be the answer.

To learn more about utilizing Zapier, click here.

The Smart Number is a VOIP (voice over IP) phone number that is connected to your BoldTrail database.

To learn more about utilizing your Smart Number, click here.

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