The dialer allows you to complete outbound calls via a Mobile Dialer that is designed to stay within federal compliance. The BoldTrail Mobile App and BoldTrail Desktop access are tied together, therefore all information can be easily found in either place! This makes it easy to complete call lists on the go in a vehicle, while awaiting appointments, or anywhere you may be out and about.

Please Note: When completing calls from the mobile dialer, your personal number will be shown to your contacts. When using the desktop your Smart Number will be shown.

The dialer is accessed via the 'Dialer' tab at the bottom of your app screen.
​

Please Note: Call recording is not available using the mobile app.

To view individual settings for each of your Custom or Standard lists, click on any List from the dialer. Click on the Settings gear icon at the top right. Each time you open a list, it will have its own settings icon at the upper right corner of the screen.

When dialing a list a countdown will appear before the next call is dialed.

Create a common post-call note to be added to a list. These notes can easily be added with one tap after your call.

Create a common post-call task. These tasks can be easily added with one tap after your call.

Select a text message template to act as your default message. You can send this with one tap after your call.

Select an email template to act as your default email message. You can send this with one tap after your call.

Standard Lists

To dial a list, tap on the specific list you would like to call.

Custom Lists

To call & create your custom lists, select 'View Custom Lists'.

Dial Hashtag

The 'Dial Hashtag' button will show you a list of hashtags to dial.

Please Note: If you open a list that contains contacts that you've already called today, they will be hidden.

When you get to a list of contacts, you can click an individual contact to call or select Dial Now to use the automatic countdown timer to dial each member of the list automatically.

Please Note: When you first use the dialer, you may see a pop-up to allow permissions for BoldTrail to make and manage phone calls. Be sure to allow access for the dialer to function properly.
​
Initiating a call with the Dial Now function brings up the first person on the list.

When the countdown timer reaches zero, your phone interface will display, and you can make the call. After finishing your call you will see the call disposition screen.
​

Tapping on a disposition will display various options for your post-call follow-up.

Tap to check the box on the far right to perform that action when you finish the call.
​

To add a custom note or task, tap on the checkbox to the right. You can then create a task or action as you like.

When you finish the call, you'll get a confirmation and can either move on to the next person in the list, or navigate to the details page of the person you just added items to.
​

On the post-call disposition screen, you can select various pre-built items to add to that person you just called.
​
For example, a canned task that appears above the 'Create A Task' button.
​

You can add additional canned notes or tasks to select on your call disposition screens.
​
You can select a default text and a default email as well. To preview what would be sent, you can tap on the text or email tile to expand it before tapping the checkbox.
​

Tap on the notes or tasks tiles on the settings page to add your canned notes/tasks.
​

Tap on the 'Create New Task' button.

Enter the name and details of the note/task, then tap Save at the bottom.

After tapping Save, your task or note will be added and selected in the list. Select any messages that you want to be options. The space around the checkmarks will turn green to let you know they will appear on the call disposition screen.

Tap Save again at the bottom to save your changes.

On the settings summary page, the notes or tasks you added will be visible in the tile.

Tap Save again at the bottom to close the settings page.
​
Now, the next time you see disposition options, these will be selectable.

On your call disposition screen, you can have a default text or email configured. Using the checkbox to select that message that you know to be the default from your setting screen is a shortcut to help you get through calls faster.

Texts and emails are a little different from notes and tasks as you can only have one shortcut set up, per the settings page.
​

If you are looking to send out a separate canned response, you can tap on the tile to choose from your list of canned responses. The canned responses available to you as emails or texts are managed within the desktop version of BoldTrail.

Your dialer app comes with a few useful lists as defaults that cover your day-to-day operations.

Any additional lists that you would like to call regularly can be created using the View Custom Lists button at the top of the dialer screen.

These custom lists operate under similar principles to Smart CRM Filters, but they are unique to the dialer (meaning they will NOT populate within the desktop version of BoldTrail).
​
To create a custom list, tap on the View Custom Lists button at the top of the dialer. Then, tap on New List at the top of the filter screen.

​

The tiles below will allow you to set a list that is filtered by:

After selecting your variables, you can set a name at the bottom, and click Save.
​
The name you saved will reside under custom lists like the other default lists in your dialer.

The dialing summary tallies your activity on a daily basis.
​

You can tap on a summary tile to display the number of contacts dialed for each disposition type. Opening each disposition tile will list the contacts you've called. You can tap on their names to view their details in the app. In the 'Not Home' tile there is a button to re-dial those contacts in that specific list.
​

What phone number do my contacts see when I call from the dialer?

Calls from the mobile app dialer are made from your cell phone. When you use the dialer from your computer, you are joined in on a call initiated by your BoldTrail Smart Number. When dialing via the mobile app, contacts will see your cell number. When dialing from the computer, they see the Smart Number.

What happens if I reach a busy signal?

The dialer will log that contact as called and remove them from the list for that day. It will then roll that contact onto the list for the next day.

Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!