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[BoldTrail - Admin] Multi-Teams Overview
Updated over 5 months ago

What is the Multi-Team Add-On?

If your Company/Office is using BoldTrail, you might be wondering how you can get BoldTrail for yourself! What if you wanted to manage a group of Agents? Perhaps you have a Team and would love to have your own Team-Based website, lead routing for your Team's advertising dollars, and more. If a Company chooses to offer Multi-Teams, you can easily do so.

For Companies that have purchased the Multi-Teams Add-On, Team Admins like you can manage your own team of Agents, within your Brokerage!


Multi-Team Features

With the Multi-Teams Add-On, your Teams will have access to:

Team Lead Dropbox

Send leads from any source to your Team to be easily routed to its members.

Team Lead Routing

For every lead that is sent to your Team, control how they are routed using specifics like Source, Hashtag, and more.

Team Lead Ownership

Multi-Teams have the ability to configure their Team to be the owner of all new contacts added to BoldTrail. This powerful feature should only be enabled when the Team operating practices are aligned with this lead ownership strategy.

If an Agent is a member of this type of Team, every lead they receive/create/are assigned to is owned by the Team. When an Agent is moved onto a Team, their leads do not change ownership. However, any new contacts from that time forward will be owned by the Team.

Team Landing & Squeeze Pages

Create custom advertisements and landing points for new leads to sign up and be distributed to your Team. This empowers you to run your own Team Advertising budget.

Team Business Analytics

Use all of the aspects of Business Analytics to analyze your Team details, such as Agent Success.

The Agent Success section under the Business Analytics tab shows individual Agents and Admins how well they are leveraging BoldTrail. Certain actions in BoldTrail can have a measurable impact on your bottom line and these stats will help you achieve success.

Team Agent Accountability Settings

Agent Accountability Settings can be used by Team Administrators to set daily call task minimums for Agents to complete. These help ensure Agents are logging into their CRMs daily and utilizing the system.

Team Website

Get a subdomain for your Team's own customizable website—the same concept as your Office site, but with only your teammates.

Please Note: Multi-Team websites are subdomains of their office. Subdomain example: delaneym.mybrokeragename.com

If you want to add a website that has a specific domain name, you can also request a Vanity Domain.

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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