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[BoldTrail] Contacts Tab Quick Guide

Updated yesterday

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

Appointments

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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