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[BoldTrail Recruit] My Account, Recruiting Goal, and Email Notifications
[BoldTrail Recruit] My Account, Recruiting Goal, and Email Notifications
Updated over 6 months ago

The My Account page serves as a hub for managing essential personal information and setting pivotal targets for the year, particularly the Recruiting Goal. The Recruiting Goal functionality empowers users to establish strategic goals and benchmarks essential for the brokerage's growth and success in the upcoming year.

Basic Info

Within this section, users can make adjustments to fundamental details such as email and password, ensuring their account information remains up-to-date and secure.

Recruiting Goal

The best feature of the My Account page is the ability to set the Recruiting Goal for the year.

This goal entails specific numerical targets across various metrics crucial to the brokerage's growth, including the number of Agents to be recruited, the targeted Sales Volume, the desired number of transactions, and the Company Dollar value.

Email Notifications

This page offers a streamlined way to manage your preferences for receiving notification summaries via email. Here, you can simply tick the checkbox to indicate your preferences and opt-in to receive summary notifications via email. This straightforward feature ensures that users stay informed and updated on essential notifications.

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