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BoldTrail
BoldTrail

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

216 articles
[BoldTrail] BoldTrail: Enhancements and Upgrades
Smart CRM

[BoldTrail] Importing & Exporting Your Contacts
[BoldTrail] 3 Ways to Add Contacts to BoldTrail
[BoldTrail] Contact Record OverviewLearn how to navigate contact records in your CRM and use it to store your conversations, notes, and more!
[BoldTrail] Contact Statuses OverviewLearn about Contact Statuses in BoldTrail
[BoldTrail] Lead Types OverviewLearn how to use lead types in conjunction with automated triggers and how they differ from contact statuses.
[BoldTrail] Contact Sources Overview & FAQLearn more about the different contact sources in BoldTrail and how to use them effectively.
[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] How to Archive or Delete Your ContactsLearn how to delete or Archive contacts in your BoldTrail Smart CRM.
[BoldTrail] Smart CRM Lead FiltersLearn how to utilize filters in your Smart CRM
[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] 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] Hashtag ManagementLearn how to view, edit, and manage your hashtags in bulk.
[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] 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] Mailing Labels OverviewLearn more about BoldTrail's mailing label feature and how to export contact addresses.
[BoldTrail] How to Create Task RemindersLearn more about keeping yourself accountable and on track by using tasks in BoldTrail.
[BoldTrail] How to View and Complete Task RemindersLearn more about where you can find and check off tasks that you or your Admin created in BoldTrail.
[BoldTrail] Pond Accounts Overview & FAQLearn more about how a pond account works within BoldTrail and best practices for using one.
[BoldTrail] How to Edit and Delete Task RemindersLearn more about how to adjust task reminders you have created in the past.
[BoldTrail] Contact Validation OverviewLearn about BoldTrail's automatic contact validation.
[BoldTrail] How to Merge/Combine ContactsLearn how to combine two contacts into one profile in your Smart CRM.
[BoldTrail] Duplicate Contacts & Lead OwnershipLearn more about Contact Ownership and Lead Duplication.
[BoldTrail] Lead Star Rating System Overview & FAQLearn more about automatic and manual contact ratings.
[BoldTrail] Attaching/Uploading Files To ContactsLearn more about adding files to your contacts in the Smart CRM.
[BoldTrail] Basic Email Editor OverviewLearn more about the various email editing options within the basic email editor.
[BoldTrail] Advanced Email Editor OverviewLearn how to use the Advanced Email Editor to design professional emails.
[BoldTrail] How to Mass Email & Text Your ContactsLearn how to send mass emails and texts to your contacts.
[BoldTrail] Sending Emails to Your Contacts OverviewLearn more about the various ways you can send an email to your contacts within BoldTrail.
[BoldTrail] AppointmentsLearn how to set and schedule appointments for your leads within BoldTrail!
[BoldTrail] Contacts Tab Quick Guide
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] Email DeliverabilityLearn 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
Listings

[BoldTrail] Website Listing Details
[BoldTrail] Listings Tab OverviewLearn how to navigate the Listings Tab to benefit your business!
[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] 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 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] 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] What Are Similar & Nearby Listings?These comparable lists of properties can be sent to contacts or to entire hashtags.
[BoldTrail] How to Find a Direct Link to a Listing From Your BoldTrail Website
[BoldTrail] How to Filter ListingsLearn how to filter your Listings tab to find specific criteria.
[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] Your Agent: Listing DetailsLearn more about which Agent will be visible on a websites 'Your Agent' listing details section.
[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] MLS Feed Frequently Asked Questions
[BoldTrail] Concessions SettingsLearn more about Concessions Settings and how you can display compensation details directly on your website.
Lead Engine

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

[BoldTrail] Website Management - Settings OverviewLearn more about all your website setting options and how to use them.
[BoldTrail] Website Management - Site Content Overview
[BoldTrail] Website Management - Blog OverviewLearn more about leveraging blogs in BoldTrail!
[BoldTrail] Website Management - Embeds OverviewLearn how to use embeds & QR codes from BoldTrail with outside tools to tie together your online presence.
[BoldTrail] Website Management - Homepage Widgets
[BoldTrail] Website Homepage Editor
[BoldTrail] Tutorial: Advanced Website Editor Customization/DIY
[BoldTrail] Customize the Main Navigation on Your WebsiteLearn how to update the main navigation located at the top of your BoldTrail website.
[BoldTrail] My/Our Listings Tab Overview & FAQLearn the difference between the My/Our Listings Tab and how to update them.
[BoldTrail] Website Localization OverviewLearn more about the Canadian French localized version of BoldTrail websites.
[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 Phone Numbers & AddressesWhere & how to control website phone numbers and addresses on your BoldTrail website.
[BoldTrail] Find Your Sitemap LinkLearn how to generate your BoldTrail website sitemap.
[BoldTrail] Personalized Domains or Website URL Options for your WebsiteLearn about domain options for your BoldTrail website.
[BoldTrail] Special Features For Buyers & Sellers On Your Website
[BoldTrail] Setting Up Domain Nameservers for Domain ChangesLearn how to set your nameservers for your BoldTrail domain
[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: 1-InstallationReady to setup and install the BoldTrail plugin and token for WordPress? Follow the steps here.
[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] Website Market Reports OverviewThe Market Report feature allows you to automatically send a report to your people based on an area, city, neighborhood, or zip code.
[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 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 - Admin] Innovation Pathways OverviewLearn more about Innovation Pathways to choose the best option for your business.
[BoldTrail] Delegated User Access
Best Practices & FAQs

[BoldTrail] Best Practices for Transferring Data Between Two BoldTrail Accounts
[BoldTrail] Utilizing BoldTrail In Any Language
[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] Access From Outside the USA & CanadaLearn how to utilize a VPN in order to access BoldTrail outside of the US or Canada
[BoldTrail] US Holiday Text CampaignsHere, find US Holiday Text Campaign Share Code from the Coaching & Engagement Team.
[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] System HashtagsLearn more about the system-generated hashtags that may be applied to your contacts
[BoldTrail] Canadian Holiday Text CampaignsHere, find Canadian Holiday Text Campaign Share Codes from the Coaching & Engagement Team.
[BoldTrail] Canada Features FAQ
[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] How to Export Contacts From Common Sources
[BoldTrail] How to Update Your Website for Halloween
[BoldTrail] Lead Generation Landing Pages Ideas
[BoldTrail] How to Enlarge the Website Navigation Font Size
[BoldTrail] How to Remove YouTube Autoplay for Videos You EmbedLearn how to remove autoplay from YouTube videos you choose to embed.
[BoldTrail] How to Debug Missing Photos on Facebook PostsLearn how to troubleshoot when listing images are not populating on your Facebook posts
[BoldTrail] Translating Your Site Using Google TranslateLearn how to use Google Translate to translate your BoldTrail website into another language.
[BoldTrail] How to Update Your Website for the Holidays
[BoldTrail] How to Customize the Default Standard Homepage Widget Links & Images
[BoldTrail] SEO Tips & TricksLearn tips & tricks on search engine optimization (SEO)
[BoldTrail] Google + Facebook Pay Per Click Conversion Tracking (Advanced)
[BoldTrail] Professional Advertising TipsLearn more about enhancing your advertisements for the best outcome.
[BoldTrail] Power Scripts - Conquer the Cold Call
[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] Power Scripts - Seller Leads
[BoldTrail] Power Scripts - The Corrective Statement TechniqueThe corrective statement call breaks down into a few segments
[BoldTrail] Email Templates For More ClosingsGet the most out of your follow-ups by using our suggested email templates.
[BoldTrail] Short, Effective Text (or Email) Messages
[BoldTrail] "Property Search of the Day" Ideas