BoldTrail Admin Setup, Settings and Tools
36 articles
- [BoldTrail - Admin] BoldTrail Admin OverviewLearn more about the different Admin functionalities within BoldTrail.
- [BoldTrail - Admin] Inviting Your Agents to BoldTrail
- [BoldTrail - Admin] How to Add AgentsLearn how to add new Agent users to your BoldTrail account and the different options associated with new users.
- [BoldTrail - Admin] How to Remove or Delete AgentsLearn how to deactivate or delete Agents from your BoldTrail system.
- [BoldTrail - Admin] How to Make a User an AdminLearn how to easily give Admin permissions to a user in BoldTrail or revoke their current Admin permissions.
- [BoldTrail - Admin] Account Configuration Options
- [BoldTrail - Admin] Coverage Areas Overview
- [BoldTrail - Admin] Multi-Teams Overview
- [BoldTrail - Admin] Managing Bulk Smart Numbers OverviewAs a Company Admin, learn more about managing bulk Smart Numbers
- [BoldTrail - Admin] Super Account Campaign & Template Sync
- [BoldTrail - Admin] Drive Agent Results
- [BoldTrail - Admin] Profile Settings - CompanyLearn how to set your Company Profile settings to enhance your website and customer experience
- [BoldTrail - Admin] Profile Settings - OfficeLearn how to set your Office Profile up for success!
- [BoldTrail - Admin] Profile Settings - TeamLearn how to set your Team Profile settings to enhance your website and client experience
- [BoldTrail - Admin] Scope Levels OverviewLearn more about scope levels and how to utilize them in BoldTrail.
- [BoldTrail - Admin] How to Mass Email and Text Your AgentsLearn how to effectively communicate with your agents straight from your BoldTrail account.
- [BoldTrail - Admin] Agent Accountability ToolsWhat Agent Accountability Settings Are and How to Set Them as an Admin (Video Instructions Inside)
- [BoldTrail - Admin] How to Set Office Hours
- [Boldtrail - Admin] How to Create Entity HashtagsLearn more about setting up company, office, and team-specific hashtags for your agents to use.
- [BoldTrail - Admin] Roster Only and Inactive vs. Hide AgentLearn what the Roster Only and Inactive status does and how it compares to the Hide Agent option.
- [BoldTrail] Lead Routing OverviewLearn how to configure Lead Routing for your Team, Office or Company.
- [BoldTrail - Admin] How to Lock Agent Profile Name
- [BoldTrail - Admin] How to Set Up Routing Rules for Company, Office, or Team Zillow LeadsLearn how to set up lead routing rules for your Company, Office, or Team Zillow leads so they get assigned to the correct Agent.
- [BoldTrail - Admin] How to Add LendersLearn more about what Lenders can do in BoldTrail and why you should include your Lender partners.
- [BoldTrail - Admin] How to Generate an Agent SubdomainLearn how to easily generate a BoldTrail website for your Agents.
- [BoldTrail - Admin] SSO (Single Sign-On) Support & Instructions
- [BoldTrail - Admin] How to Turn Off Lead DuplicationLeads that are owned by two different entities can exist in parallel in two different BoldTrail dashboards, if duplication is enabled.
- [BoldTrail - Admin] How to Enable Team Lead PrivacyThe leads that are generated and owned by your team can be set to private, hiding their contact information from office or company admins.
- [BoldTrail - Admin] How to Replace Your Company and Office LogosLearn more about how to replace your initial company and office entity logos.
- [BoldTrail - Admin] How to Re-run Leads Through DistributionLearn how to automatically send a lead back through your Lead Routing Rules so they are assigned to a different agent.
- [BoldTrail] Lead Privacy Overview & FAQLearn more about Lead Privacy and keeping your contacts hidden from Admins
- [BoldTrail - Admin] How to Add Your Agents Testimonials to Your Office or Team WebsiteTestimonials may be inherited from agents using the setting in website settings.
- [BoldTrail - Admin] How to Replace Your Team LogoLearn how to replace your initial team entity logos.
- [BoldTrail - Admin] How to Create a Pond AccountLearn how to set up a pond account for your Office or Team.
- [BoldTrail - Admin] BoldTrail BackOffice
- [BoldTrail] Delegated User Access