BoldTrail Contacts

Learn how to use and navigate BoldTrail's Smart CRM features.

29 articles

[BoldTrail] Contact Statuses OverviewLearn about Contact Statuses in BoldTrail
[BoldTrail] Duplicate Contacts & Lead OwnershipLearn more about Contact Ownership and Lead Duplication.
[BoldTrail] How to Create & Apply HashtagsLearn how to easily create hashtags within your BoldTrail account to use as labels for further contact organization and filtering.
[BoldTrail] How to Manually Add a New ContactLearn how to manually add contacts to your BoldTrail with an email, phone number or physical address.
[BoldTrail] Importing & Exporting Your Contacts
[BoldTrail] Contact Sources Overview & FAQLearn more about the different contact sources in BoldTrail and how to use them effectively.
[BoldTrail] How to Mass Email & Text Your ContactsLearn how to send mass emails and texts to your contacts.
[BoldTrail] Advanced Email Editor OverviewLearn how to use the Advanced Email Editor to design professional emails.
[BoldTrail] Contacts Lead FiltersLearn how to utilize filters in your Contacts
[BoldTrail] Attaching/Uploading Files To ContactsLearn more about adding files to your contacts.
[BoldTrail] Contact Validation OverviewLearn about BoldTrail's automatic contact validation.
[BoldTrail] System Predictive Score/ Lead Star Rating System Overview & FAQLearn more about automatic and manual contact ratings.
[BoldTrail] How to Merge/Combine ContactsLearn how to combine two contacts into one profile.
[BoldTrail] Sending Emails to Your Contacts OverviewLearn more about the various ways you can send an email to your contacts within BoldTrail.
[BoldTrail] Basic Email Editor OverviewLearn more about the various email editing options within the basic email editor.
[BoldTrail] How to Share or Transfer a ContactLearn how to easily share or completely transfer a contact from your to another user in your BoldTrail account.
[BoldTrail] Hashtags Overview & FAQLearn more about what hashtags are and what they can be used for when organizing and automating your book of business.
[BoldTrail] Contact Record OverviewLearn how to navigate contact records in your CRM and use it to store your conversations, notes, and more!
[BoldTrail] Lead Types OverviewLearn how to use lead types in conjunction with automated triggers and how they differ from contact statuses.
[BoldTrail] How to Apply Mass Actions via the Contacts tab.Learn more about the More Actions dropdown menu in your Contacts & applying mass actions to your contacts.
[BoldTrail] How to Archive or Delete Your ContactsLearn how to delete or Archive contacts in your BoldTrail Contacts.
[BoldTrail] Mailing Labels OverviewLearn more about BoldTrail's mailing label feature and how to export contact addresses.
[BoldTrail] Pond Accounts Overview & FAQLearn more about how a pond account works within BoldTrail and best practices for using one.
[BoldTrail] Hashtag ManagementLearn how to view, edit, and manage your hashtags in bulk.
[BoldTrail] 3 Ways to Add Contacts to BoldTrail
[BoldTrail] AppointmentsLearn how to set and schedule appointments for your leads within BoldTrail!
[BoldTrail] Contacts Tab Quick Guide
[BoldTrail] New Lead Notifications
[BoldTrail] How to Transfer Contact OwnershipLearn how Team Admins can transfer contact ownership from themselves to a Team entity in BoldTrail.