Welcome to BoldTrail!
While you’re waiting for onboarding to start you can begin learning about how to prepare for your new platform with this short introduction video and the helpful tips and tricks listed below.
Tips & Tricks for Before You Launch
Get to know the BoldTrail Categories (Status, Hashtag, Deal Type & Source).
These categories are not only essential for organizing your contacts but also play an important role in how the automation functions. Watch the video or read the article linked below to dive in!
BoldTrail Dictionary - Basic Categories For Your Leads📖
Get oriented to your new platform by watching the Orientation Webinar!
Click the link below to register for a time that works for you.
Preview the BoldTrail Agent Quick Start Webinar series before your launch.
*This step is optional!
You will be encouraged to review this Agent Quick Start series during your onboarding training.)
Please Note: If you are moving from the BoomTown platform to a powered by BoldTrail platform, please keep in mind that your contacts may have been migrated for you as part of this transition and the following may not be applicable unless you have a NEW list of contacts to import.
Organize your current database to prepare for import into your new BoldTrail account on launch day!
First, review the article linked below on “Prepping Your Contacts List”. If you’d like to use a template to follow when labeling your list click the link labeled “BoldTrail Import Template” (this will prompt you to make a copy of the template for your own use).
If you feel you don't have any contacts to get started with check out our 10 x 10 method also linked below.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!