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[BoldTrail] Contacts Tab Quick Guide
[BoldTrail] Contacts Tab Quick Guide
Updated over 6 months ago

Smart CRM at a Glance

Your BoldTrail platform is astoundingly robust from the moment you log in. It is already primed to smoothly integrate into your business and used in conjunction with your current processes and goals.

One of the great aspects of BoldTrail is the ability to seamlessly contact your leads, using channels like email, phone, SMS text, and Premium Video messages.

The 'Contacts' tab from the navigation menu on the left-hand side is where you can find all of your contact's information (including saved searches, past communication, etc).

TIP: Use the Saved Filters section to quickly find your contacts (especially valuable if you're an Admin!), and your saved filters.


Smart CRM Quick Links

Please Note: Some of the features listed may be coming soon. Those will be notated in the individual documents!

Coming Soon - New Features

Filters

Emailing/Texting Your Contacts

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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