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BoldTrail

Explore the features and functionalities of the BoldTrail System to optimize your real estate operations.

224 articles
[BoldTrail] BoldTrail: Enhancements and Upgrades

BoldTrail Smart CRM

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

[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 Smart CRM 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] Smart CRM Lead FiltersLearn how to utilize filters in your Smart CRM
[BoldTrail] Attaching/Uploading Files To ContactsLearn more about adding files to your contacts in the Smart CRM.
[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 in your Smart CRM.
[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 Smart CRM 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 Smart CRMLearn more about the More Actions dropdown menu in your Smart CRM & applying mass actions to your contacts.
[BoldTrail] How to Archive or Delete Your ContactsLearn how to delete or Archive contacts in your BoldTrail Smart CRM.
[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] Smart CRM Quick Guide
[BoldTrail] New Lead Notifications

Communicating With Your Contacts via BoldTrail

[BoldTrail] Temporary Smart Number Suspension
[BoldTrail] Mail Privacy Protection & Email Opens
[BoldTrail] Text Deliverability
[BoldTrail] How to Email a PDF to Your ContactsLearn more about emailing PDFs to your contacts in BoldTrail.
[BoldTrail] How to Mass Email Listings to a HashtagLearn how to email listings to your contacts using hashtags.
[BoldTrail] How to Email Listings to Your ContactsLearn how to email a single or multiple listings to your contacts.
[BoldTrail] How to Copy Direct Emails to Existing LeadsIf you need to email a lead outside of BoldTrail, use this handy BCC method to populate that email in your lead's BoldTrail Timeline!
[BoldTrail] Email Tracking OverviewLearn more about email tracking in BoldTrail.
[BoldTrail] Keeping Emails Out of the Spam FolderLearn tips & tricks to enhance your email deliverability.
[BoldTrail] Default Automated Responses to System Text MessagesLearn more about automated text message responses from BoldTrail.
[BoldTrail] Sending Text Messages to Your Contacts OverviewLearn more about the various ways you can send a text (SMS) message to your contacts within BoldTrail.
[BoldTrail] Smart Number Overview & FAQLearn more about the Smart Number built into your BoldTrail account!
[BoldTrail] How to Schedule & Complete CallsLearn more about where you can schedule, find, and complete calls within BoldTrail.
[BoldTrail] Email & Text Templates OverviewLearn more about email and text canned responses (templates) within BoldTrail.
[BoldTrail] How to Dial Daily Phone Calls On A Laptop/DesktopLearn how to make calls directly from your BoldTrail account.
[BoldTrail] How to Mass Text Listings to a HashtagLearn how to mass text listings to your contacts using hashtags.
[BoldTrail] How to Text Listings to Your ContactsLearn how to text your contacts a single listings or multiple listings at once.
[BoldTrail] About the Do Not Call (DNC) ListLearn about how BoldTrail handles numbers on the Do Not Call List
[BoldTrail] Merge Tags OverviewLearn how to personalize your emails using merge tags.
[BoldTrail] Smart Assistant, Powered by AI
[BoldTrail] Upgraded Email Deliverability - New Verified Email Relay
[BoldTrail] Tasks & Calls ManagementLearn how to best utilize the Tasks & Calls modal to keep your daily calls and to-dos organized.
DNC.com Integration
[BoldTrail] Coming Soon: 10DLC RegistrationLearn about 10DLC regulations and how to prevent disruptions in your text messaging campaigns.

BoldTrail Listings & MLS

Learn how to use BoldTrail to manage your personal and company listings.

[BoldTrail] How to Use the Craigslist Auto-PosterIn order to post to Craigslist via BoldTrail you will need to download and install our Chrome extension.
[BoldTrail] How to Manually Add Your Own Sold, Exclusive, Pocket ListingsA 'manual' listing is a property that you enter into BoldTrail, instead of BoldTrail pulling it from the MLS
[BoldTrail] Seller Report OverviewLearn more about taking advantage of the automated seller report feature in BoldTrail to fully highlight your efforts as a listing agent.
[BoldTrail] How Do Contacts Save the Listings They Like?Learn how your contacts can save listings they're interested in from your BoldTrail website.
[BoldTrail] How to Save Listings on Behalf of Your ContactLearn how to save properties for your client using BoldTrail.
[BoldTrail] How to Filter ListingsLearn how to filter your Listings tab to find specific criteria.
[BoldTrail] How to Find a Direct Link to a Listing From Your BoldTrail WebsiteLearn how to link listings directly from your BoldTrail website!
[BoldTrail] What Are Similar & Nearby Listings?These comparable lists of properties can be sent to contacts or to entire hashtags.
[BoldTrail] How to Modify Or 'Enhance' Your ListingsLearn how to enhance your listing images, description, virtual tours, and more.
[BoldTrail] Pitch Sheets for Manually Added ListingsCreate a visual representation of potential buyers you already have in your Contacts tab and across your brokerage.
[BoldTrail] Listing Timeline OverviewLearn more about using your listing's timeline to enhance your seller reports and track important notes on a specific listing.
[BoldTrail] Listings Tab OverviewLearn how to navigate the Listings Tab to benefit your business!
[BoldTrail] Your Agent: Listing DetailsLearn more about which Agent will be visible on a websites 'Your Agent' listing details section.
[BoldTrail] Website Listing Details
[BoldTrail] MLS Feed & Listings FAQHave questions about your MLS feed or seeing issues with your listings? Check here first!
[BoldTrail] Concessions SettingsLearn more about Concessions Settings and how you can display compensation details directly on your website.
[BoldTrail] Matching Buyers

BoldTrail Lead Engine

Learn how to use and navigate BoldTrail's Lead Engine.

[BoldTrail] How to Set Up Lead Dropbox for Lead Imports by Email ParsingLearn more about the BoldTrail Lead Dropbox
[BoldTrail] Zapier OverviewZapier gives you the opportunity to connect two separate platforms that normally don’t communicate.
[BoldTrail] Third Party Data Syndication Resources
[BoldTrail] Squeeze Page Builder OverviewLearn more about creating Squeeze Pages you can use for online advertising.
[BoldTrail] CMA Builder OverviewLearn more about creating CMAs using BoldTrail's CRM Builder.
[BoldTrail] Landing Page OverviewLearn more about creating and utilizing Landing Pages in BoldTrail.
[BoldTrail] Lead Dropbox - Zillow Tech ConnectLearn how to connect your Zillow account to BoldTrail using Zillow Tech Connect.
[BoldTrail] Text Codes Overview
[BoldTrail] New Lead Email Imports via the Lead DropboxLearn more about using your BoldTrail lead import email to bring contacts from 3rd parties into BoldTrail.
[BoldTrail] Realtor.com/OpCity Lead Forwarding
[BoldTrail] Lead Dropbox Email Imports - Known Import SourcesLearn more about which sources can be utilized with Lead Dropbox email imports.
[BoldTrail] Lead Dropbox CSV ImportAn alternative option to the bulk importer tool in BoldTrail leverages your lead dropbox email address.
[BoldTrail] Lead Dropbox Email Import TemplateLearn how to properly format your Lead Dropbox email imports with this template
[BoldTrail] How to Auto-Forward Emails From GmailLearn how to auto-forward emails from Gmail in order to make lead imports easy!
[BoldTrail] API TokensLearn how API Tokens can help you seamlessly integrate your vendors into BoldTrail.
[BoldTrail] Realtor.com API Lead DeliveryAdding your Realtor.com leads to BoldTrail is simple using the Lead Delivery API.

BoldTrail Web & IDX

Explore BoldTrail's robust website and Wordpress features.

[BoldTrail] Domain Nameservers & DNS for Domain Changes & Email DeliveryLearn how to set your nameservers for your BoldTrail domain
[BoldTrail] Special Features For Buyers & Sellers On Your Website
[BoldTrail] Customize the Main Navigation on Your WebsiteLearn how to update the main navigation located at the top of your BoldTrail website.
[BoldTrail] Website Management - Homepage Widgets
[BoldTrail] Tutorial: Advanced Website Editor Customization/DIY
[BoldTrail] Website Homepage Editor
[BoldTrail] Website Market Reports OverviewThe Market Report feature allows you to automatically send a report to your people based on a county, city, or zip code.
[BoldTrail] Personalized Domains or Website URL Options for your WebsiteLearn about domain options for your BoldTrail website.
[BoldTrail] Website Management - Site Content OverviewAn Overview of Website Settings, Testimonials (Manual, Zillow, and RateMyAgent) and SEO.
[BoldTrail] Website Phone Numbers & AddressesWhere & how to control website phone numbers and addresses on your BoldTrail website.
[BoldTrail] WordPress ShortcodesA list of BoldTrail WordPress shortcodes to use on WordPress pages.
[BoldTrail] WordPress Plugin: About the PluginLooking to use the BoldTrail WordPress plugin? Review this article for requirements and disclaimers.
[BoldTrail] WordPress Plugin: 2-SetupRefer to this article once you have installed your WordPress plugin for guidance on setting it all up.
[BoldTrail] WordPress Plugin: 3-Customizing Your WordPress SiteThis is intended to guide those who may be familiar with markup languages or professionals who need to know best practices for our plugin.
[BoldTrail] Find Your Sitemap LinkLearn how to generate your BoldTrail website sitemap.
[BoldTrail] Geographical Areas Search Overview & FAQLearn more about how the geographical areas search option enhances your BoldTrail website and helps provide more accurate listing results.
[BoldTrail] Website Management - Settings OverviewLearn more about all your website setting options and how to use them.
[BoldTrail] WordPress Plugin: 1-InstallationReady to setup and install the BoldTrail plugin and token for WordPress? Follow the steps here.
[BoldTrail] Website Management - Embeds OverviewLearn how to use embeds & QR codes from BoldTrail with outside tools to tie together your online presence.
[BoldTrail] My/Our Listings Tab Overview & FAQLearn the difference between the My/Our Listings Tab and how to update them.
[BoldTrail] Website Management - Blog OverviewLearn more about leveraging blogs in BoldTrail!
[BoldTrail] Website 'Sell' Page & Seller Home Valuation Overview
[BoldTrail] How to Update Your Subdomain
[BoldTrail] How to Install a Facebook PixelLearn how to Install your Facebook Pixel to track your Facebook advertising performance.
[BoldTrail] Website AnalyticsLearn how to track activity on your BoldTrail website!
[BoldTrail] Page Editor
[BoldTrail] MLS DeduplicationLearn more about the MLS Deduplication feature and how it can improve your website credibility.
[BoldTrail] Website Basics & Daily Best PracticesLearn more about best practices with these quick guidelines.

BoldTrail Admin Setup, Settings & Tools

[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 Transfer Contact OwnershipLearn more about how you can transfer complete ownership of any contact you currently own to anyone within your BoldTrail account.
[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

BoldTrail Best Practices & FAQs

Best practices for Agents and frequently asked questions about the BoldTrail system.

[BoldTrail] Power Scripts - Conquer the Cold Call
[BoldTrail] Power Scripts - Seller Leads
[BoldTrail] How to Create & Edit Your Own HTML Content Using an Online EditorThis guide will help you create the HTML content you want to add to your profile or other places in the system that have no editor.
[BoldTrail] Translating Your Site Using Google TranslateLearn how to use Google Translate to translate your BoldTrail website into another language.
[BoldTrail] Professional Advertising TipsLearn more about enhancing your advertisements for the best outcome.
[BoldTrail] 24 Ways to Drive Leads & Build Your Sphere of InfluenceA list of easy-to-implement options for generating new leads and increasing your book of business.
[BoldTrail] Email Templates For More ClosingsGet the most out of your follow-ups by using our suggested email templates.
[BoldTrail] Power Scripts - The Corrective Statement TechniqueThe corrective statement call breaks down into a few segments
[BoldTrail] Access From Outside the USA & CanadaLearn how to utilize a VPN in order to access BoldTrail outside of the US or Canada
[BoldTrail] How to Remove YouTube Autoplay for Videos You EmbedLearn how to remove autoplay from YouTube videos you choose to embed.
[BoldTrail] Google + Facebook Pay Per Click Conversion Tracking (Advanced)
[BoldTrail] "Property Search of the Day" Ideas
[BoldTrail] Sizing Up Your ImagesLearn more about the dimensions to use when trying to email pictures, upload a custom background header image, or change your profile pic!
[BoldTrail] Defining User RolesLearn more about the user roles within the BoldTrail platform and recommended actions for each user to get the most out of BoldTrail.
[BoldTrail] Canada Features FAQ
[BoldTrail] Short, Effective Text (or Email) Messages
[BoldTrail] How to Debug Missing Photos on Facebook PostsLearn how to troubleshoot when listing images are not populating on your Facebook posts
[BoldTrail] SEO Tips & TricksLearn tips & tricks on search engine optimization (SEO)
[BoldTrail] Canadian Holiday Text CampaignsHere, find Canadian Holiday Text Campaign Share Codes from the Coaching & Engagement Team.
[BoldTrail] System HashtagsLearn more about the system-generated hashtags that may be applied to your contacts
[BoldTrail] How to Update Your Website for the Holidays
[BoldTrail] US Holiday Text CampaignsHere, find US Holiday Text Campaign Share Code from the Coaching & Engagement Team.
[BoldTrail] How to Enlarge the Website Navigation Font Size
[BoldTrail] Lead Generation Landing Pages Ideas
[BoldTrail] Utilizing BoldTrail In Any Language
[BoldTrail] How to Export Contacts From Common Sources
[BoldTrail] How to Update Your Website for Halloween
[BoldTrail] Best Practices for Transferring Data Between Two BoldTrail AccountsLearn how to perform a seamless profile transfer within BoldTrail!
[BoldTrail] Organization Tips: Time Blocking Your DayLearn best practices for BoldTrail and time blocking your day.
[BoldTrail How to Use Typeform on Your BoldTrail Website
[BoldTrail] A Complete Guide to Healthy Email DeliverabilityLearn how to optimize your email deliverability through proper DNS configuration, best practices, and verified relay email addresses.