# BoldTrail Helpdesk > Search help articles, videos, and more! ## BoldTrail Onboarding - [\[BoldTrail - Onboarding\] Prepping Your Contacts List](https://help.insiderealestate.com/en/articles/6503259-boldtrail-onboarding-prepping-your-contacts-list.md) - [\[BoldTrail - Onboarding\] Download Mobile Apps](https://help.insiderealestate.com/en/articles/7985133-boldtrail-onboarding-download-mobile-apps.md) - [\[BoldTrail - Onboarding\] Set Up Automated Communication](https://help.insiderealestate.com/en/articles/7985129-boldtrail-onboarding-set-up-automated-communication.md) - [\[BoldTrail - Onboarding\] Import Your Contacts](https://help.insiderealestate.com/en/articles/7985030-boldtrail-onboarding-import-your-contacts.md) - [\[BoldTrail - Onboarding\] Get New Leads](https://help.insiderealestate.com/en/articles/7984685-boldtrail-onboarding-get-new-leads.md) - [\[BoldTrail - Onboarding\] Connect Your Lead Sources](https://help.insiderealestate.com/en/articles/7984167-boldtrail-onboarding-connect-your-lead-sources.md) - [\[Onboarding - BoldTrail\] Automate Communications](https://help.insiderealestate.com/en/articles/7980702-onboarding-boldtrail-automate-communications.md) - [\[BoldTrail - Onboarding\] Add a Contact and Learn Automations](https://help.insiderealestate.com/en/articles/7980636-boldtrail-onboarding-add-a-contact-and-learn-automations.md) - [\[Onboarding - BoldTrail\] Editing Your Website](https://help.insiderealestate.com/en/articles/7980593-onboarding-boldtrail-editing-your-website.md) - [\[BoldTrail - Onboarding\] Complete Your Profile](https://help.insiderealestate.com/en/articles/7980201-boldtrail-onboarding-complete-your-profile.md) - [\[BoldTrail - Onboarding\] Logging in to BoldTrail](https://help.insiderealestate.com/en/articles/11850340-boldtrail-onboarding-logging-in-to-boldtrail.md) ## BoldTrail - [\[BoldTrail\] BoldTrail: Enhancements and Upgrades](https://help.insiderealestate.com/en/articles/9450081-boldtrail-boldtrail-enhancements-and-upgrades.md) - [\[BoldTrail\] Search Alerts Overview Classic](https://help.insiderealestate.com/en/articles/14709936-boldtrail-search-alerts-overview-classic.md) - [\[BoldTrail\] Boldtrail Dictionary](https://help.insiderealestate.com/en/articles/5678071-boldtrail-boldtrail-dictionary.md): Learn the basic terms to help enhance your BoldTrail experience. - [\[BoldTrail\] The Top 10 Tips for BoldTrail Success](https://help.insiderealestate.com/en/articles/5721415-boldtrail-the-top-10-tips-for-boldtrail-success.md): Learn more about the tried and true strategies to get the most out of BoldTrail. - [\[BoldTrail\] While You Are Waiting](https://help.insiderealestate.com/en/articles/9557884-boldtrail-while-you-are-waiting.md) - [How to add an email address into your Gmail Contacts.](https://help.insiderealestate.com/en/articles/12924054-how-to-add-an-email-address-into-your-gmail-contacts.md): Adding our email helps you stay ontop of Agent Notifications, Daily Summary and more! - [\[BoldTrail\] Dashboard Overview](https://help.insiderealestate.com/en/articles/3332643-boldtrail-dashboard-overview.md): Learn more about the BoldTrail Dashboard - [\[BoldTrail\] Syncing Email \(Google\) to BoldTrail](https://help.insiderealestate.com/en/articles/3383236-boldtrail-syncing-email-google-to-boldtrail.md): Connecting your Google account to BoldTrail will enable features like email, calendar, and contacts sync. - [\[BoldTrail\] 2-Step Verification \(2SV\)](https://help.insiderealestate.com/en/articles/10517777-boldtrail-2-step-verification-2sv.md): Learn about 2-Step Verification \(2SV\) and how it helps to secure your account. - [\[BoldTrail\] Password Management](https://help.insiderealestate.com/en/articles/3317704-boldtrail-password-management.md): Learn about BoldTrail passwords and how to update them. - [\[BoldTrail\] Syncing Email \(Microsoft Office 365/Outlook\) to BoldTrail](https://help.insiderealestate.com/en/articles/3383666-boldtrail-syncing-email-microsoft-office-365-outlook-to-boldtrail.md): Learn how to sync your Outlook account to BoldTrail. - [\[BoldTrail\] DNS Configuration Wizard](https://help.insiderealestate.com/en/articles/14050043-boldtrail-dns-configuration-wizard.md): Learn how to configure your DNS records directly from BoldTrail to improve email deliverability and ensure your emails reach your contacts' inboxes. - [\[BoldTrail\] 'Promote a Listing' Playbook Overview](https://help.insiderealestate.com/en/articles/5181423-boldtrail-promote-a-listing-playbook-overview.md): Learn more about this powerful listing tool, designed to take you through promoting a property using BoldTrail's native tools step by step. - [\[BoldTrail\] Playbooks Overview](https://help.insiderealestate.com/en/articles/5702019-boldtrail-playbooks-overview.md): Learn more about BoldTrail playbooks and how you can use them to enhance your business. - [\[BoldTrail\] Duplicate Contacts & Lead Ownership](https://help.insiderealestate.com/en/articles/3317508-boldtrail-duplicate-contacts-lead-ownership.md): Learn more about Contact Ownership and Lead Duplication. - [\[BoldTrail\] How to Create & Apply Hashtags](https://help.insiderealestate.com/en/articles/3322752-boldtrail-how-to-create-apply-hashtags.md): Learn 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 Contact](https://help.insiderealestate.com/en/articles/3322761-boldtrail-how-to-manually-add-a-new-contact.md): Learn how to manually add contacts to your BoldTrail with an email, phone number or physical address. - [\[BoldTrail\] Importing & Exporting Your Contacts](https://help.insiderealestate.com/en/articles/3330181-boldtrail-importing-exporting-your-contacts.md) - [\[BoldTrail\] Contact Sources Overview & FAQ](https://help.insiderealestate.com/en/articles/3330192-boldtrail-contact-sources-overview-faq.md): Learn more about the different contact sources in BoldTrail and how to use them effectively. - [\[BoldTrail\] How to Mass Email & Text Your Contacts](https://help.insiderealestate.com/en/articles/3330201-boldtrail-how-to-mass-email-text-your-contacts.md): Learn how to send mass emails and texts to your contacts. - [\[BoldTrail\] Advanced Email Editor Overview](https://help.insiderealestate.com/en/articles/3332405-boldtrail-advanced-email-editor-overview.md): Learn how to use the Advanced Email Editor to design professional emails. - [\[BoldTrail\] Contacts Lead Filters](https://help.insiderealestate.com/en/articles/3332415-boldtrail-contacts-lead-filters.md): Learn how to utilize filters in your Contacts - [\[BoldTrail\] Attaching/Uploading Files To Contacts](https://help.insiderealestate.com/en/articles/3332459-boldtrail-attaching-uploading-files-to-contacts.md): Learn more about adding files to your contacts. - [\[BoldTrail\] Contact Validation Overview](https://help.insiderealestate.com/en/articles/3332498-boldtrail-contact-validation-overview.md): Learn about BoldTrail's automatic contact validation. - [\[BoldTrail\] System Predictive Score/ Lead Star Rating System Overview & FAQ](https://help.insiderealestate.com/en/articles/3332617-boldtrail-system-predictive-score-lead-star-rating-system-overview-faq.md): Learn more about automatic and manual contact ratings. - [\[BoldTrail\] How to Merge/Combine Contacts](https://help.insiderealestate.com/en/articles/3430823-boldtrail-how-to-merge-combine-contacts.md): Learn how to combine two contacts into one profile. - [\[BoldTrail\] Sending Emails to Your Contacts Overview](https://help.insiderealestate.com/en/articles/4361140-boldtrail-sending-emails-to-your-contacts-overview.md): Learn more about the various ways you can send an email to your contacts within BoldTrail. - [\[BoldTrail\] Basic Email Editor Overview](https://help.insiderealestate.com/en/articles/4365440-boldtrail-basic-email-editor-overview.md): Learn more about the various email editing options within the basic email editor. - [\[BoldTrail\] How to Share or Transfer a Contact](https://help.insiderealestate.com/en/articles/4377851-boldtrail-how-to-share-or-transfer-a-contact.md): Learn how to easily share or completely transfer a contact from your to another user in your BoldTrail account. - [\[BoldTrail\] Hashtags Overview & FAQ](https://help.insiderealestate.com/en/articles/4395029-boldtrail-hashtags-overview-faq.md): Learn more about what hashtags are and what they can be used for when organizing and automating your book of business. - [\[BoldTrail\] Contact Record Overview](https://help.insiderealestate.com/en/articles/4619572-boldtrail-contact-record-overview.md): Learn how to navigate contact records in your CRM and use it to store your conversations, notes, and more! - [\[BoldTrail\] Lead Types Overview](https://help.insiderealestate.com/en/articles/4626537-boldtrail-lead-types-overview.md): Learn 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.](https://help.insiderealestate.com/en/articles/4806127-boldtrail-how-to-apply-mass-actions-via-the-contacts-tab.md): Learn more about the More Actions dropdown menu in your Contacts & applying mass actions to your contacts. - [\[BoldTrail\] How to Archive or Delete Your Contacts](https://help.insiderealestate.com/en/articles/4853661-boldtrail-how-to-archive-or-delete-your-contacts.md): Learn how to delete or Archive contacts in your BoldTrail Contacts. - [\[BoldTrail\] Mailing Labels Overview](https://help.insiderealestate.com/en/articles/4886671-boldtrail-mailing-labels-overview.md): Learn more about BoldTrail's mailing label feature and how to export contact addresses. - [\[BoldTrail\] Pond Accounts Overview & FAQ](https://help.insiderealestate.com/en/articles/5137495-boldtrail-pond-accounts-overview-faq.md): Learn more about how a pond account works within BoldTrail and best practices for using one. - [\[BoldTrail\] Hashtag Management](https://help.insiderealestate.com/en/articles/5482662-boldtrail-hashtag-management.md): Learn how to view, edit, and manage your hashtags in bulk. - [\[BoldTrail\] 3 Ways to Add Contacts to BoldTrail](https://help.insiderealestate.com/en/articles/6503272-boldtrail-3-ways-to-add-contacts-to-boldtrail.md) - [\[BoldTrail\] Appointments](https://help.insiderealestate.com/en/articles/8754212-boldtrail-appointments.md): Learn how to set and schedule appointments for your leads within BoldTrail! - [\[BoldTrail\] Contacts Tab Quick Guide](https://help.insiderealestate.com/en/articles/11542456-boldtrail-contacts-tab-quick-guide.md) - [\[BoldTrail\] New Lead Notifications](https://help.insiderealestate.com/en/articles/11953440-boldtrail-new-lead-notifications.md) - [\[BoldTrail\] How to Transfer Contact Ownership](https://help.insiderealestate.com/en/articles/15948679-boldtrail-how-to-transfer-contact-ownership.md): Learn how Team Admins can transfer contact ownership from themselves to a Team entity in BoldTrail. - [\[BoldTrail\] Mail Privacy Protection & Email Opens](https://help.insiderealestate.com/en/articles/6869733-boldtrail-mail-privacy-protection-email-opens.md) - [\[BoldTrail\] Text Deliverability](https://help.insiderealestate.com/en/articles/6326815-boldtrail-text-deliverability.md) - [\[BoldTrail\] How to Email a PDF to Your Contacts](https://help.insiderealestate.com/en/articles/3423659-boldtrail-how-to-email-a-pdf-to-your-contacts.md): Learn more about emailing PDFs to your contacts in BoldTrail. - [\[BoldTrail\] How to Mass Email Listings to a Hashtag](https://help.insiderealestate.com/en/articles/3424566-boldtrail-how-to-mass-email-listings-to-a-hashtag.md): Learn how to email listings to your contacts using hashtags. - [\[BoldTrail\] How to Email Listings to Your Contacts](https://help.insiderealestate.com/en/articles/3424538-boldtrail-how-to-email-listings-to-your-contacts.md): Learn how to email a single or multiple listings to your contacts. - [\[BoldTrail\] How to Copy Direct Emails to Existing Leads](https://help.insiderealestate.com/en/articles/3332464-boldtrail-how-to-copy-direct-emails-to-existing-leads.md): If 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 Overview](https://help.insiderealestate.com/en/articles/4125254-boldtrail-email-tracking-overview.md): Learn more about email tracking in BoldTrail. - [\[BoldTrail\] Default Automated Responses to System Text Messages](https://help.insiderealestate.com/en/articles/4640786-boldtrail-default-automated-responses-to-system-text-messages.md): Learn more about automated text message responses from BoldTrail. - [\[BoldTrail\] Sending Text Messages to Your Contacts Overview](https://help.insiderealestate.com/en/articles/4365204-boldtrail-sending-text-messages-to-your-contacts-overview.md): Learn more about the various ways you can send a text \(SMS\) message to your contacts within BoldTrail. - [\[BoldTrail\] Smart Number Overview and FAQ](https://help.insiderealestate.com/en/articles/3332626-boldtrail-smart-number-overview-and-faq.md): Learn more about the Smart Number built into your BoldTrail account! - [\[BoldTrail\] How to Schedule & Complete Calls](https://help.insiderealestate.com/en/articles/3332581-boldtrail-how-to-schedule-complete-calls.md): Learn more about where you can schedule, find, and complete calls within BoldTrail. - [\[BoldTrail\] Email & Text Templates Overview](https://help.insiderealestate.com/en/articles/3330232-boldtrail-email-text-templates-overview.md): Learn more about email and text canned responses \(templates\) within BoldTrail. - [\[BoldTrail\] How to Dial Daily Phone Calls On A Laptop/Desktop](https://help.insiderealestate.com/en/articles/3332631-boldtrail-how-to-dial-daily-phone-calls-on-a-laptop-desktop.md): Learn how to make calls directly from your BoldTrail account. - [\[BoldTrail\] How to Mass Text Listings to a Hashtag](https://help.insiderealestate.com/en/articles/3424582-boldtrail-how-to-mass-text-listings-to-a-hashtag.md): Learn how to mass text listings to your contacts using hashtags. - [\[BoldTrail\] How to Text Listings to Your Contacts](https://help.insiderealestate.com/en/articles/3424560-boldtrail-how-to-text-listings-to-your-contacts.md): Learn how to text your contacts a single listings or multiple listings at once. - [\[BoldTrail\] About the Do Not Call \(DNC\) List](https://help.insiderealestate.com/en/articles/3317746-boldtrail-about-the-do-not-call-dnc-list.md): Learn about how BoldTrail handles numbers on the Do Not Call List - [\[BoldTrail\] Merge Tags Overview](https://help.insiderealestate.com/en/articles/3372706-boldtrail-merge-tags-overview.md): Learn how to personalize your emails using merge tags. - [\[BoldTrail\] Smart Assistant, Powered by AI](https://help.insiderealestate.com/en/articles/8219516-boldtrail-smart-assistant-powered-by-ai.md) - [\[BoldTrail\] Verified Email Relay](https://help.insiderealestate.com/en/articles/9034246-boldtrail-verified-email-relay.md) - [\[BoldTrail\] Tasks and Calls Management](https://help.insiderealestate.com/en/articles/10561800-boldtrail-tasks-and-calls-management.md): Learn how to best utilize the Tasks & Calls modal to keep your daily calls and to-dos organized. - [DNC.com Integration](https://help.insiderealestate.com/en/articles/12094231-dnc-com-integration.md) - [\[BoldTrail\] Admin - 10DLC Registration](https://help.insiderealestate.com/en/articles/10592805-boldtrail-admin-10dlc-registration.md): Learn about 10DLC regulations and how to prevent disruptions in your text messaging campaigns. - [\[BoldTrail\] How to Use the Craigslist Auto-Poster](https://help.insiderealestate.com/en/articles/3314569-boldtrail-how-to-use-the-craigslist-auto-poster.md): In 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 Listings](https://help.insiderealestate.com/en/articles/3330195-boldtrail-how-to-manually-add-your-own-sold-exclusive-pocket-listings.md): A 'manual' listing is a property that you enter into BoldTrail, instead of BoldTrail pulling it from the MLS - [\[BoldTrail\] Seller Report Overview](https://help.insiderealestate.com/en/articles/3330215-boldtrail-seller-report-overview.md): Learn 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?](https://help.insiderealestate.com/en/articles/3365965-boldtrail-how-do-contacts-save-the-listings-they-like.md): Learn how your contacts can save listings they're interested in from your BoldTrail website. - [\[BoldTrail\] How to Save Listings on Behalf of Your Contact](https://help.insiderealestate.com/en/articles/3365980-boldtrail-how-to-save-listings-on-behalf-of-your-contact.md): Learn how to save properties for your client using BoldTrail. - [\[BoldTrail\] How to Filter Listings](https://help.insiderealestate.com/en/articles/3424543-boldtrail-how-to-filter-listings.md): Learn how to filter your Listings tab to find specific criteria. - [\[BoldTrail\] How to Find a Direct Link to a Listing From Your BoldTrail Website](https://help.insiderealestate.com/en/articles/3424587-boldtrail-how-to-find-a-direct-link-to-a-listing-from-your-boldtrail-website.md): Learn how to link listings directly from your BoldTrail website! - [\[BoldTrail\] What Are Similar & Nearby Listings?](https://help.insiderealestate.com/en/articles/3424639-boldtrail-what-are-similar-nearby-listings.md): These comparable lists of properties can be sent to contacts or to entire hashtags. - [\[BoldTrail\] How to Modify Or 'Enhance' Your Listings](https://help.insiderealestate.com/en/articles/3424823-boldtrail-how-to-modify-or-enhance-your-listings.md): Learn how to enhance your listing images, description, virtual tours, and more. - [\[BoldTrail\] Pitch Sheets for Manually Added Listings](https://help.insiderealestate.com/en/articles/4220744-boldtrail-pitch-sheets-for-manually-added-listings.md): Create a visual representation of potential buyers you already have in your Contacts tab and across your brokerage. - [\[BoldTrail\] Listing Timeline Overview](https://help.insiderealestate.com/en/articles/4413542-boldtrail-listing-timeline-overview.md): Learn more about using your listing's timeline to enhance your seller reports and track important notes on a specific listing. - [\[BoldTrail\] Listings Tab Overview](https://help.insiderealestate.com/en/articles/4806279-boldtrail-listings-tab-overview.md): Learn how to navigate the Listings Tab to benefit your business! - [\[BoldTrail\] Your Agent: Listing Details](https://help.insiderealestate.com/en/articles/5427758-boldtrail-your-agent-listing-details.md): Learn more about which Agent will be visible on a websites 'Your Agent' listing details section. - [\[BoldTrail\] Website Listing Details](https://help.insiderealestate.com/en/articles/5954995-boldtrail-website-listing-details.md) - [\[BoldTrail\] MLS Feed & Listings FAQ](https://help.insiderealestate.com/en/articles/8705397-boldtrail-mls-feed-listings-faq.md): Have questions about your MLS feed or seeing issues with your listings? Check here first! - [\[BoldTrail\] Concessions Settings](https://help.insiderealestate.com/en/articles/9773694-boldtrail-concessions-settings.md): Learn more about Concessions Settings and how you can display compensation details directly on your website. - [\[BoldTrail\] Matching Buyers](https://help.insiderealestate.com/en/articles/11832389-boldtrail-matching-buyers.md) - [\[BoldTrail\] How to Use Webhooks in Your Email Templates & Campaigns](https://help.insiderealestate.com/en/articles/3330225-boldtrail-how-to-use-webhooks-in-your-email-templates-campaigns.md) - [\[BoldTrail\] A Complete Guide to Smart Campaigns](https://help.insiderealestate.com/en/articles/3330227-boldtrail-a-complete-guide-to-smart-campaigns.md): Learn more about Smart Campaigns and utilizing BoldTrail automation! - [\[BoldTrail\] Search Alerts Overview](https://help.insiderealestate.com/en/articles/3332619-boldtrail-search-alerts-overview.md) - [\[BoldTrail\] Behavioral Automation Overview](https://help.insiderealestate.com/en/articles/3332635-boldtrail-behavioral-automation-overview.md): Learn how to manage Behavioral Automation - [\[BoldTrail\] How to Disable Automatic Emails, Reports & Texts for a Contact](https://help.insiderealestate.com/en/articles/3419881-boldtrail-how-to-disable-automatic-emails-reports-texts-for-a-contact.md): Learn how to stop automatic communications to specific contacts. - [\[BoldTrail\] Scheduled Mass Email Overview](https://help.insiderealestate.com/en/articles/3424326-boldtrail-scheduled-mass-email-overview.md): Learn how to schedule an email to send to multiple contacts. - [\[BoldTrail\] How to Automate Emails and Texts for Birthdays and Purchase Anniversaries](https://help.insiderealestate.com/en/articles/3709524-boldtrail-how-to-automate-emails-and-texts-for-birthdays-and-purchase-anniversaries.md): Learn how to automate your communications in BoldTrail for contacts’ birthdays and purchase anniversaries in Marketing Autopilot. - [\[BoldTrail\] Adding A Shared Smart Campaign to Your Library](https://help.insiderealestate.com/en/articles/10581511-boldtrail-adding-a-shared-smart-campaign-to-your-library.md): Learn how to add a shared Smart Campaign using sharing tokens. - [\[BoldTrail\] How to Set Up Lead Dropbox for Lead Imports by Email Parsing](https://help.insiderealestate.com/en/articles/3317473-boldtrail-how-to-set-up-lead-dropbox-for-lead-imports-by-email-parsing.md): Learn more about the BoldTrail Lead Dropbox - [\[BoldTrail\] Zapier Overview](https://help.insiderealestate.com/en/articles/3317483-boldtrail-zapier-overview.md): Zapier gives you the opportunity to connect two separate platforms that normally don’t communicate. - [\[BoldTrail\] Third Party Data Syndication Resources](https://help.insiderealestate.com/en/articles/3317492-boldtrail-third-party-data-syndication-resources.md) - [\[BoldTrail\] Squeeze Page Builder Overview](https://help.insiderealestate.com/en/articles/3322732-boldtrail-squeeze-page-builder-overview.md): Learn more about creating Squeeze Pages you can use for online advertising. - [\[BoldTrail\] CMA Builder Overview](https://help.insiderealestate.com/en/articles/3322753-boldtrail-cma-builder-overview.md): Learn more about creating CMAs using BoldTrail's CRM Builder. - [\[BoldTrail\] Landing Page Overview](https://help.insiderealestate.com/en/articles/3322777-boldtrail-landing-page-overview.md): Learn more about creating and utilizing Landing Pages in BoldTrail. - [\[BoldTrail\] Lead Dropbox - Zillow Tech Connect](https://help.insiderealestate.com/en/articles/3332787-boldtrail-lead-dropbox-zillow-tech-connect.md): Learn how to connect your Zillow account to BoldTrail using Zillow Tech Connect. - [\[BoldTrail\] Text Codes Overview](https://help.insiderealestate.com/en/articles/3419864-boldtrail-text-codes-overview.md) - [\[BoldTrail\] Realtor.com/OpCity Lead Forwarding](https://help.insiderealestate.com/en/articles/3420094-boldtrail-realtor-com-opcity-lead-forwarding.md) - [\[BoldTrail\] Lead Dropbox Email Imports - Known Import Sources](https://help.insiderealestate.com/en/articles/3420164-boldtrail-lead-dropbox-email-imports-known-import-sources.md): Learn more about which sources can be utilized with Lead Dropbox email imports. - [\[BoldTrail\] Lead Dropbox CSV Import](https://help.insiderealestate.com/en/articles/3420175-boldtrail-lead-dropbox-csv-import.md): An alternative option to the bulk importer tool in BoldTrail leverages your lead dropbox email address. - [\[BoldTrail\] Lead Dropbox Email Import Template](https://help.insiderealestate.com/en/articles/3420178-boldtrail-lead-dropbox-email-import-template.md): Learn how to properly format your Lead Dropbox email imports with this template - [\[BoldTrail\] How to Auto-Forward Emails From Gmail](https://help.insiderealestate.com/en/articles/3420188-boldtrail-how-to-auto-forward-emails-from-gmail.md): Learn how to auto-forward emails from Gmail in order to make lead imports easy! - [\[BoldTrail\] API Tokens](https://help.insiderealestate.com/en/articles/4263959-boldtrail-api-tokens.md): Learn how API Tokens can help you seamlessly integrate your vendors into BoldTrail. - [\[BoldTrail\] Realtor.com API Lead Delivery](https://help.insiderealestate.com/en/articles/6728482-boldtrail-realtor-com-api-lead-delivery.md): Adding your Realtor.com leads to BoldTrail is simple using the Lead Delivery API. - [\[BoldTrail\] NexOne Overview](https://help.insiderealestate.com/en/articles/4170134-boldtrail-nexone-overview.md): Learn how NexOne and BoldTrail work together. - [\[BoldTrail\] DocuSign Transaction Rooms - User Provisioning Overview](https://help.insiderealestate.com/en/articles/5725474-boldtrail-docusign-transaction-rooms-user-provisioning-overview.md): Learn how to invite users to DocuSign in BoldTrail. - [\[BoldTrail\] About Deals in BoldTrail](https://help.insiderealestate.com/en/articles/3311740-boldtrail-about-deals-in-boldtrail.md): Learn more about the transaction management systems you can sync to BoldTrail. - [\[BoldTrail\] How to Connect Dotloop to BoldTrail](https://help.insiderealestate.com/en/articles/3317472-boldtrail-how-to-connect-dotloop-to-boldtrail.md): Learn how to connect Dotloop and sync your transactions to BoldTrail. - [\[BoldTrail\] How to Connect DocuSign Transaction Rooms in BoldTrail](https://help.insiderealestate.com/en/articles/3317364-boldtrail-how-to-connect-docusign-transaction-rooms-in-boldtrail.md): Learn how to connect your DocuSign account to BoldTrail. - [\[BoldTrail\] SkySlope Overview](https://help.insiderealestate.com/en/articles/3317360-boldtrail-skyslope-overview.md): Learn how to connect your SkySlope account to BoldTrail. - [\[BoldTrail\] Coming Soon: Deals](https://help.insiderealestate.com/en/articles/12141408-boldtrail-coming-soon-deals.md) - [\[BoldTrail\] Domain Nameservers & DNS for Domain Changes & Email Delivery](https://help.insiderealestate.com/en/articles/3311712-boldtrail-domain-nameservers-dns-for-domain-changes-email-delivery.md): Learn how to set your nameservers for your BoldTrail domain - [\[BoldTrail\] Special Features For Buyers & Sellers On Your Website](https://help.insiderealestate.com/en/articles/3311948-boldtrail-special-features-for-buyers-sellers-on-your-website.md) - [\[BoldTrail\] Customize the Main Navigation on Your Website](https://help.insiderealestate.com/en/articles/3311956-boldtrail-customize-the-main-navigation-on-your-website.md): Learn how to update the main navigation located at the top of your BoldTrail website. - [\[BoldTrail\] Website - Homepage Widgets](https://help.insiderealestate.com/en/articles/3312252-boldtrail-website-homepage-widgets.md) - [\[BoldTrail\] Tutorial: Advanced Website Editor Customization/DIY](https://help.insiderealestate.com/en/articles/3312257-boldtrail-tutorial-advanced-website-editor-customization-diy.md) - [\[BoldTrail\] Website Homepage Editor](https://help.insiderealestate.com/en/articles/3312259-boldtrail-website-homepage-editor.md) - [\[BoldTrail\] Website Market Reports Overview](https://help.insiderealestate.com/en/articles/3312278-boldtrail-website-market-reports-overview.md): The 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 Website](https://help.insiderealestate.com/en/articles/3312297-boldtrail-personalized-domains-or-website-url-options-for-your-website.md): Learn about domain options for your BoldTrail website. - [\[BoldTrail\] Website - Site Content Overview](https://help.insiderealestate.com/en/articles/3312325-boldtrail-website-site-content-overview.md): An Overview of Website Settings, Testimonials \(Manual, Zillow, and RateMyAgent\) and SEO. - [\[BoldTrail\] Website Phone Numbers & Addresses](https://help.insiderealestate.com/en/articles/3312343-boldtrail-website-phone-numbers-addresses.md): Where & how to control website phone numbers and addresses on your BoldTrail website. - [\[BoldTrail\] WordPress Shortcodes](https://help.insiderealestate.com/en/articles/3317219-boldtrail-wordpress-shortcodes.md): A list of BoldTrail WordPress shortcodes to use on WordPress pages. - [\[BoldTrail\] WordPress Plugin: About the Plugin](https://help.insiderealestate.com/en/articles/3317234-boldtrail-wordpress-plugin-about-the-plugin.md): Looking to use the BoldTrail WordPress plugin? Review this article for requirements and disclaimers. - [\[BoldTrail\] WordPress Plugin: 2-Setup](https://help.insiderealestate.com/en/articles/3317235-boldtrail-wordpress-plugin-2-setup.md): Refer to this article once you have installed your WordPress plugin for guidance on setting it all up. - [\[BoldTrail\] WordPress Plugin: 3-Customizing Your WordPress Site](https://help.insiderealestate.com/en/articles/3317256-boldtrail-wordpress-plugin-3-customizing-your-wordpress-site.md): This 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 Link](https://help.insiderealestate.com/en/articles/3723277-boldtrail-find-your-sitemap-link.md): Learn how to generate your BoldTrail website sitemap. - [\[BoldTrail\] Geographical Areas Search Overview & FAQ](https://help.insiderealestate.com/en/articles/4166348-boldtrail-geographical-areas-search-overview-faq.md): Learn more about how the geographical areas search option enhances your BoldTrail website and helps provide more accurate listing results. - [\[BoldTrail\] Website Settings Overview](https://help.insiderealestate.com/en/articles/4220373-boldtrail-website-settings-overview.md): Learn more about all your website setting options and how to use them. - [\[BoldTrail\] Website - Embeds Overview](https://help.insiderealestate.com/en/articles/4986246-boldtrail-website-embeds-overview.md): Learn how to use embeds & QR codes from BoldTrail with outside tools to tie together your online presence. - [\[BoldTrail\] Website - Blog Overview](https://help.insiderealestate.com/en/articles/5918823-boldtrail-website-blog-overview.md): Learn more about leveraging blogs in BoldTrail! - [\[BoldTrail\] Website 'Sell' Page & Seller Home Valuation Overview](https://help.insiderealestate.com/en/articles/6137227-boldtrail-website-sell-page-seller-home-valuation-overview.md) - [\[BoldTrail\] How to Update Your Subdomain](https://help.insiderealestate.com/en/articles/7910568-boldtrail-how-to-update-your-subdomain.md) - [\[BoldTrail\] How to Install a Facebook Pixel](https://help.insiderealestate.com/en/articles/8694707-boldtrail-how-to-install-a-facebook-pixel.md): Learn how to Install your Facebook Pixel to track your Facebook advertising performance. - [\[BoldTrail\] Website Analytics](https://help.insiderealestate.com/en/articles/8851958-boldtrail-website-analytics.md): Learn how to track activity on your BoldTrail website! - [\[BoldTrail\] Page Editor](https://help.insiderealestate.com/en/articles/9450571-boldtrail-page-editor.md) - [\[BoldTrail\] MLS Deduplication](https://help.insiderealestate.com/en/articles/9727821-boldtrail-mls-deduplication.md): Learn more about the MLS Deduplication feature and how it can improve your website credibility. - [Adding a Cookie Consent Banner to Your Website](https://help.insiderealestate.com/en/articles/15949209-adding-a-cookie-consent-banner-to-your-website.md): Adding the Cookie Consent Disclaimer to Boldtrail Websites, using Custom Header setting. How to add Termly Snippet, or other CMP javascript snippets. - [\[BoldTrail\] Vitals](https://help.insiderealestate.com/en/articles/10113463-boldtrail-vitals.md): Learn how to use Vitals to gauge the activity within your database. - [\[BoldTrail - Admin\] BoldTrail Admin Overview](https://help.insiderealestate.com/en/articles/5578817-boldtrail-admin-boldtrail-admin-overview.md): Learn more about the different Admin functionalities within BoldTrail. - [\[BoldTrail - Admin\] Inviting Your Agents to BoldTrail](https://help.insiderealestate.com/en/articles/6503222-boldtrail-admin-inviting-your-agents-to-boldtrail.md) - [\[BoldTrail - Admin\] How to Add Agents](https://help.insiderealestate.com/en/articles/4340370-boldtrail-admin-how-to-add-agents.md): Learn 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 Agents](https://help.insiderealestate.com/en/articles/5697857-boldtrail-admin-how-to-remove-or-delete-agents.md): Learn how to deactivate or delete Agents from your BoldTrail system. - [\[BoldTrail - Admin\] How to Make a User an Admin](https://help.insiderealestate.com/en/articles/4340566-boldtrail-admin-how-to-make-a-user-an-admin.md): Learn how to easily give Admin permissions to a user in BoldTrail or revoke their current Admin permissions. - [\[BoldTrail - Admin\] Account Configuration Options](https://help.insiderealestate.com/en/articles/6503177-boldtrail-admin-account-configuration-options.md) - [\[BoldTrail - Admin\] Coverage Areas Overview](https://help.insiderealestate.com/en/articles/6519640-boldtrail-admin-coverage-areas-overview.md) - [\[BoldTrail - Admin\] Multi-Teams Overview](https://help.insiderealestate.com/en/articles/6561909-boldtrail-admin-multi-teams-overview.md) - [\[BoldTrail - Admin\] Managing Bulk Smart Numbers Overview](https://help.insiderealestate.com/en/articles/5946697-boldtrail-admin-managing-bulk-smart-numbers-overview.md): As a Company Admin, learn more about managing bulk Smart Numbers - [\[BoldTrail - Admin\] Super Account Campaign & Template Sync](https://help.insiderealestate.com/en/articles/6454352-boldtrail-admin-super-account-campaign-template-sync.md) - [\[BoldTrail - Admin\] Drive Agent Results](https://help.insiderealestate.com/en/articles/6503155-boldtrail-admin-drive-agent-results.md) - [\[BoldTrail - Admin\] Profile Settings - Company](https://help.insiderealestate.com/en/articles/5434043-boldtrail-admin-profile-settings-company.md): Learn how to set your Company Profile settings to enhance your website and customer experience - [\[BoldTrail - Admin\] Profile Settings - Office](https://help.insiderealestate.com/en/articles/5433426-boldtrail-admin-profile-settings-office.md): Learn how to set your Office Profile up for success! - [\[BoldTrail - Admin\] Profile Settings - Team](https://help.insiderealestate.com/en/articles/5433894-boldtrail-admin-profile-settings-team.md): Learn how to set your Team Profile settings to enhance your website and client experience - [\[BoldTrail - Admin\] Scope Levels Overview](https://help.insiderealestate.com/en/articles/5653658-boldtrail-admin-scope-levels-overview.md): Learn more about scope levels and how to utilize them in BoldTrail. - [\[BoldTrail - Admin\] How to Mass Email and Text Your Agents](https://help.insiderealestate.com/en/articles/3317739-boldtrail-admin-how-to-mass-email-and-text-your-agents.md): Learn how to effectively communicate with your agents straight from your BoldTrail account. - [\[BoldTrail - Admin\] Agent Accountability Tools](https://help.insiderealestate.com/en/articles/3075401-boldtrail-admin-agent-accountability-tools.md): What Agent Accountability Settings Are and How to Set Them as an Admin \(Video Instructions Inside\) - [\[BoldTrail - Admin\] How to Set Office Hours](https://help.insiderealestate.com/en/articles/3317730-boldtrail-admin-how-to-set-office-hours.md) - [\[Boldtrail - Admin\] How to Create Entity Hashtags](https://help.insiderealestate.com/en/articles/4397331-boldtrail-admin-how-to-create-entity-hashtags.md): Learn more about setting up company, office, and team-specific hashtags for your agents to use. - [\[BoldTrail - Admin\] Roster Only and Inactive vs. Hide Agent](https://help.insiderealestate.com/en/articles/3317734-boldtrail-admin-roster-only-and-inactive-vs-hide-agent.md): Learn what the Roster Only and Inactive status does and how it compares to the Hide Agent option. - [\[BoldTrail\] Lead Routing Overview](https://help.insiderealestate.com/en/articles/3317750-boldtrail-lead-routing-overview.md): Learn how to configure Lead Routing for your Team, Office or Company. - [\[BoldTrail - Admin\] How to Lock Agent Profile Name](https://help.insiderealestate.com/en/articles/3317736-boldtrail-admin-how-to-lock-agent-profile-name.md) - [\[BoldTrail - Admin\] How to Set Up Routing Rules for Company, Office, or Team Zillow Leads](https://help.insiderealestate.com/en/articles/4827450-boldtrail-admin-how-to-set-up-routing-rules-for-company-office-or-team-zillow-leads.md): Learn 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 Lenders](https://help.insiderealestate.com/en/articles/3317741-boldtrail-admin-how-to-add-lenders.md): Learn more about what Lenders can do in BoldTrail and why you should include your Lender partners. - [\[BoldTrail - Admin\] How to Generate an Agent Subdomain](https://help.insiderealestate.com/en/articles/4343815-boldtrail-admin-how-to-generate-an-agent-subdomain.md): Learn how to easily generate a BoldTrail website for your Agents. - [\[BoldTrail - Admin\] SSO \(Single Sign-On\) Support & Instructions](https://help.insiderealestate.com/en/articles/3317476-boldtrail-admin-sso-single-sign-on-support-instructions.md) - [\[BoldTrail - Admin\] How to Turn Off Lead Duplication](https://help.insiderealestate.com/en/articles/3420206-boldtrail-admin-how-to-turn-off-lead-duplication.md): Leads 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 Privacy](https://help.insiderealestate.com/en/articles/3386495-boldtrail-admin-how-to-enable-team-lead-privacy.md): The 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 Logos](https://help.insiderealestate.com/en/articles/4346651-boldtrail-admin-how-to-replace-your-company-and-office-logos.md): Learn more about how to replace your initial company and office entity logos. - [\[BoldTrail - Admin\] How to Re-run Leads Through Distribution](https://help.insiderealestate.com/en/articles/4499510-boldtrail-admin-how-to-re-run-leads-through-distribution.md): Learn how to automatically send a lead back through your Lead Routing Rules so they are assigned to a different agent. - [\[BoldTrail\] Lead Privacy Overview & FAQ](https://help.insiderealestate.com/en/articles/3386488-boldtrail-lead-privacy-overview-faq.md): Learn more about Lead Privacy and keeping your contacts hidden from Admins - [\[BoldTrail - Admin\] How to Add Your Agents Testimonials to Your Office or Team Website](https://help.insiderealestate.com/en/articles/3419980-boldtrail-admin-how-to-add-your-agents-testimonials-to-your-office-or-team-website.md): Testimonials may be inherited from agents using the setting in website settings. - [\[BoldTrail - Admin\] How to Replace Your Team Logo](https://help.insiderealestate.com/en/articles/4352336-boldtrail-admin-how-to-replace-your-team-logo.md): Learn how to replace your initial team entity logos. - [\[BoldTrail - Admin\] How to Create a Pond Account](https://help.insiderealestate.com/en/articles/5167377-boldtrail-admin-how-to-create-a-pond-account.md): Learn how to set up a pond account for your Office or Team. - [\[BoldTrail - Admin\] BoldTrail BackOffice](https://help.insiderealestate.com/en/articles/8399529-boldtrail-admin-boldtrail-backoffice.md) - [\[BoldTrail\] Delegated User Access](https://help.insiderealestate.com/en/articles/10235473-boldtrail-delegated-user-access.md) - [\[BoldTrail\] Lender Info & Finance Page](https://help.insiderealestate.com/en/articles/3317204-boldtrail-lender-info-finance-page.md): Learn about the 'Finance' tab and how to showcase your preferred Lender. - [\[BoldTrail\] Lender Profile Overview](https://help.insiderealestate.com/en/articles/4853813-boldtrail-lender-profile-overview.md): Learn more about the Lender Profile and Lender-accessible tools in BoldTrail. - [\[BoldTrail\] How to Assign a Lender to a Single Contact or en Masse](https://help.insiderealestate.com/en/articles/4853543-boldtrail-how-to-assign-a-lender-to-a-single-contact-or-en-masse.md): Learn more about assigning contacts to your Lender within BoldTrail. - [\[BoldTrail\] Power Scripts - Conquer the Cold Call](https://help.insiderealestate.com/en/articles/3311785-boldtrail-power-scripts-conquer-the-cold-call.md) - [\[BoldTrail\] Power Scripts - Seller Leads](https://help.insiderealestate.com/en/articles/3311814-boldtrail-power-scripts-seller-leads.md) - [\[BoldTrail\] How to Create & Edit Your Own HTML Content Using an Online Editor](https://help.insiderealestate.com/en/articles/3311919-boldtrail-how-to-create-edit-your-own-html-content-using-an-online-editor.md): This 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 Translate](https://help.insiderealestate.com/en/articles/3311955-boldtrail-translating-your-site-using-google-translate.md): Learn how to use Google Translate to translate your BoldTrail website into another language. - [\[BoldTrail\] Professional Advertising Tips](https://help.insiderealestate.com/en/articles/3320734-boldtrail-professional-advertising-tips.md): Learn more about enhancing your advertisements for the best outcome. - [\[BoldTrail\] 24 Ways to Drive Leads & Build Your Sphere of Influence](https://help.insiderealestate.com/en/articles/3330253-boldtrail-24-ways-to-drive-leads-build-your-sphere-of-influence.md): A list of easy-to-implement options for generating new leads and increasing your book of business. - [\[BoldTrail\] Email Templates For More Closings](https://help.insiderealestate.com/en/articles/3332370-boldtrail-email-templates-for-more-closings.md): Get the most out of your follow-ups by using our suggested email templates. - [\[BoldTrail\] Power Scripts - The Corrective Statement Technique](https://help.insiderealestate.com/en/articles/3332372-boldtrail-power-scripts-the-corrective-statement-technique.md): The corrective statement call breaks down into a few segments - [\[BoldTrail\] Access From Outside the USA & Canada](https://help.insiderealestate.com/en/articles/3332606-boldtrail-access-from-outside-the-usa-canada.md): Learn 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 Embed](https://help.insiderealestate.com/en/articles/3574915-boldtrail-how-to-remove-youtube-autoplay-for-videos-you-embed.md): Learn how to remove autoplay from YouTube videos you choose to embed. - [\[BoldTrail\] Google + Facebook Pay Per Click Conversion Tracking \(Advanced\)](https://help.insiderealestate.com/en/articles/3705829-boldtrail-google-facebook-pay-per-click-conversion-tracking-advanced.md) - [\[BoldTrail\] "Property Search of the Day" Ideas](https://help.insiderealestate.com/en/articles/4036082-boldtrail-property-search-of-the-day-ideas.md) - [\[BoldTrail\] Sizing Up Your Images](https://help.insiderealestate.com/en/articles/4249713-boldtrail-sizing-up-your-images.md): Learn 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 Roles](https://help.insiderealestate.com/en/articles/4336931-boldtrail-defining-user-roles.md): Learn 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](https://help.insiderealestate.com/en/articles/5423552-boldtrail-canada-features-faq.md) - [\[BoldTrail\] Short, Effective Text \(or Email\) Messages](https://help.insiderealestate.com/en/articles/5429904-boldtrail-short-effective-text-or-email-messages.md) - [\[BoldTrail\] How to Debug Missing Photos on Facebook Posts](https://help.insiderealestate.com/en/articles/5431121-boldtrail-how-to-debug-missing-photos-on-facebook-posts.md): Learn how to troubleshoot when listing images are not populating on your Facebook posts - [\[BoldTrail\] SEO Tips & Tricks](https://help.insiderealestate.com/en/articles/5442370-boldtrail-seo-tips-tricks.md): Learn tips & tricks on search engine optimization \(SEO\) - [\[BoldTrail\] Canadian Holiday Text Campaigns](https://help.insiderealestate.com/en/articles/5748584-boldtrail-canadian-holiday-text-campaigns.md): Here, find Canadian Holiday Text Campaign Share Codes from the Coaching & Engagement Team. - [\[BoldTrail\] System Hashtags](https://help.insiderealestate.com/en/articles/5785770-boldtrail-system-hashtags.md): Learn more about the system-generated hashtags that may be applied to your contacts - [\[BoldTrail\] How to Update Your Website for the Holidays](https://help.insiderealestate.com/en/articles/5795035-boldtrail-how-to-update-your-website-for-the-holidays.md) - [\[BoldTrail\] US Holiday Text Campaigns](https://help.insiderealestate.com/en/articles/5819242-boldtrail-us-holiday-text-campaigns.md): Here, find US Holiday Text Campaign Share Code from the Coaching & Engagement Team. - [\[BoldTrail\] How to Enlarge the Website Navigation Font Size](https://help.insiderealestate.com/en/articles/5828548-boldtrail-how-to-enlarge-the-website-navigation-font-size.md) - [\[BoldTrail\] Lead Generation Landing Pages Ideas](https://help.insiderealestate.com/en/articles/5896621-boldtrail-lead-generation-landing-pages-ideas.md) - [\[BoldTrail\] Utilizing BoldTrail In Any Language](https://help.insiderealestate.com/en/articles/5963599-boldtrail-utilizing-boldtrail-in-any-language.md) - [\[BoldTrail\] How to Export Contacts From Common Sources](https://help.insiderealestate.com/en/articles/6250064-boldtrail-how-to-export-contacts-from-common-sources.md) - [\[BoldTrail\] How to Update Your Website for Halloween](https://help.insiderealestate.com/en/articles/6650738-boldtrail-how-to-update-your-website-for-halloween.md) - [\[BoldTrail\] Best Practices for Transferring Data Between Two BoldTrail Accounts](https://help.insiderealestate.com/en/articles/7000524-boldtrail-best-practices-for-transferring-data-between-two-boldtrail-accounts.md): Learn how to perform a seamless profile transfer within BoldTrail! - [\[BoldTrail\] Organization Tips: Time Blocking Your Day](https://help.insiderealestate.com/en/articles/3332364-boldtrail-organization-tips-time-blocking-your-day.md): Learn best practices for BoldTrail and time blocking your day. - [\[BoldTrail How to Use Typeform on Your BoldTrail Website](https://help.insiderealestate.com/en/articles/11542659-boldtrail-how-to-use-typeform-on-your-boldtrail-website.md) - [\[BoldTrail\] A Complete Guide to Healthy Email Deliverability](https://help.insiderealestate.com/en/articles/13717091-boldtrail-a-complete-guide-to-healthy-email-deliverability.md): Learn how to optimize your email deliverability through proper DNS configuration, best practices, and verified relay email addresses. - [\[BoldTrail\] TCPA Compliance & SMS Opt-In](https://help.insiderealestate.com/en/articles/3317733-boldtrail-tcpa-compliance-sms-opt-in.md): Learn about being TCPA compliant when using BoldTrail. - [\[BoldTrail\] ADA Accessibility Statement](https://help.insiderealestate.com/en/articles/4151389-boldtrail-ada-accessibility-statement.md): Inside Real Estate has improved website templates to increase compliance with common web accessibility standards, particularly WCAG 2.1. - [\[BoldTrail\] What Is WCAG 2.0 & WCAG 2.1?](https://help.insiderealestate.com/en/articles/4151504-boldtrail-what-is-wcag-2-0-wcag-2-1.md): Learn more about Web Content Accessibility Guidelines \(WCAG\). - [\[BoldTrail\] CASL Overview](https://help.insiderealestate.com/en/articles/4242688-boldtrail-casl-overview.md): Canadian users of BoldTrail can learn more about how their website abides by CASL. - [\[BoldTrail\] Staying Compliant with TREC](https://help.insiderealestate.com/en/articles/4356785-boldtrail-staying-compliant-with-trec.md): Learn more about TREC's compliance rules surrounding their required IABS and Consumer Protection Notice forms. - [\[BoldTrail\] CCPA - California Consumer Privacy Act](https://help.insiderealestate.com/en/articles/5448898-boldtrail-ccpa-california-consumer-privacy-act.md): Learn more about the CCPA - [\[BoldTrail\] InsideRE Listing Alerts SMS Terms of Service](https://help.insiderealestate.com/en/articles/8728129-boldtrail-insidere-listing-alerts-sms-terms-of-service.md) - [\[BoldTrail\] Legal Inquiries](https://help.insiderealestate.com/en/articles/10059957-boldtrail-legal-inquiries.md) - [TRREB: VOW User Inactivity Session Timeout](https://help.insiderealestate.com/en/articles/10446479-trreb-vow-user-inactivity-session-timeout.md) ## ListingMachine and DesignCenter - [\[ListingMachine + DesignCenter\] Listing Hotline](https://help.insiderealestate.com/en/articles/6479252-listingmachine-designcenter-listing-hotline.md) - [\[ListingMachine + DesignCenter\] Social Overview](https://help.insiderealestate.com/en/articles/7117160-listingmachine-designcenter-social-overview.md): Learn how to use BoldTrail's Social add-on to improve your social media brand! - [\[Legacy ListingMachine + DesignCenter\] How to Disable Notifications & Social Media for Legacy ListingMachine](https://help.insiderealestate.com/en/articles/7869522-legacy-listingmachine-designcenter-how-to-disable-notifications-social-media-for-legacy-listingmachine.md) - [\[ListingMachine + DesignCenter\] DesignCenter Overview & FAQ](https://help.insiderealestate.com/en/articles/6082413-listingmachine-designcenter-designcenter-overview-faq.md) - [\[ListingMachine + DesignCenter\] ListingMachine Overview & FAQ](https://help.insiderealestate.com/en/articles/8663237-listingmachine-designcenter-listingmachine-overview-faq.md) - [\[ListingMachine + DesignCenter\] Auto-Filled Market Report Templates](https://help.insiderealestate.com/en/articles/11668739-listingmachine-designcenter-auto-filled-market-report-templates.md): Automatically pull in local real estate stats for your listing materials! ## Front Office Mobile Apps - [\[BoldTrail\] InsideRE Native Mobile Apps](https://help.insiderealestate.com/en/articles/3320673-boldtrail-insidere-native-mobile-apps.md) - [\[BoldTrail - Mobile\] How to Copy and Paste in the Mobile App](https://help.insiderealestate.com/en/articles/4173344-boldtrail-mobile-how-to-copy-and-paste-in-the-mobile-app.md): Learn how to copy/paste text when sending information via email or text message in the BoldTrail mobile app. - [\[BoldTrail\] Draw On Map Feature](https://help.insiderealestate.com/en/articles/4409708-boldtrail-draw-on-map-feature.md): Learn how to use the Draw on Map Feature in the BoldTrail mobile app. - [\[BoldTrail\] Mobile App Contacts & CRM](https://help.insiderealestate.com/en/articles/3314126-boldtrail-mobile-app-contacts-crm.md): The contacts/crm tab in the mobile app allows you to manage tasks you perform, from emailing and texting to setting up search alerts. - [\[BoldTrail\] Mobile App Inbox & Activity](https://help.insiderealestate.com/en/articles/3314566-boldtrail-mobile-app-inbox-activity.md): Any inbound messages from your contacts, or activity that is recorded on your website will be listed on the inbox tab. - [\[BoldTrail\] Mobile App Troubleshooting](https://help.insiderealestate.com/en/articles/3314161-boldtrail-mobile-app-troubleshooting.md) - [\[BoldTrail\] Mobile App Listings Overview](https://help.insiderealestate.com/en/articles/3314165-boldtrail-mobile-app-listings-overview.md): The mobile app allows on-the-go access to your MLS data. You can also easily find and send listings to your contacts. - [\[BoldTrail\] Mobile App Task Manager](https://help.insiderealestate.com/en/articles/3314560-boldtrail-mobile-app-task-manager.md): The tasks set by yourself, or your smart campaigns, or by BoldTrail can be managed and completed within the mobile app. - [\[BoldTrail\] Mobile App Push Notifications](https://help.insiderealestate.com/en/articles/3314123-boldtrail-mobile-app-push-notifications.md): Instead of getting texts and emails for everything that happens in BoldTrail, you can use the mobile app's push notifications feature. - [\[BoldTrail\] Send Listings via the Mobile App](https://help.insiderealestate.com/en/articles/3372237-boldtrail-send-listings-via-the-mobile-app.md): Using your mobile app's Listings CRM, you can send an individual property or a list of them to an individual contact or a Hashtag group. - [\[BoldTrail\] Mobile App Dialer Overview](https://help.insiderealestate.com/en/articles/9917734-boldtrail-mobile-app-dialer-overview.md) - [\[BoldTrail\] Streams](https://help.insiderealestate.com/en/articles/13170400-boldtrail-streams.md) - [\[BoldTrail\] Open House Mobile App](https://help.insiderealestate.com/en/articles/3314152-boldtrail-open-house-mobile-app.md): Automatically feed all of the attendees from an electronic sign-in sheet right into your dashboard using the BoldTrail Open House App. ## BoldTrail Marketplace - [\[Marketplace\] Marketplace Tour](https://help.insiderealestate.com/en/articles/4164867-marketplace-marketplace-tour.md): Learn more about all of the add-on options available to you in BoldTrail's Marketplace tab with this comprehensive overview. - [\[Marketplace\] Product Manager](https://help.insiderealestate.com/en/articles/9170706-marketplace-product-manager.md): The Marketplace Product Manager lets you manage your Marketplace products directly within BoldTrail! - [\[Marketplace\] Available for Select Agents \(Coming Soon All\): Concierge AI Configuration Settings](https://help.insiderealestate.com/en/articles/13906814-marketplace-available-for-select-agents-coming-soon-all-concierge-ai-configuration-settings.md): Welcome to Concierge AI, your intelligent engagement engine. This service instantly engages new leads with natural text conversations, qualifies prospects against key criteria, and delivers hot opp... - [\[Marketplace\] Retargeting on Social](https://help.insiderealestate.com/en/articles/14724898-marketplace-retargeting-on-social.md): Learn how to recapture lost website traffic and re-engage your database using dynamic listing carousels on Facebook and Instagram - [\[Marketplace\] Retargeting with Google](https://help.insiderealestate.com/en/articles/14728052-marketplace-retargeting-with-google.md): Build elite brand authority and stay top-of-mind by showing professional AI-generated video ads to your website visitors on YouTube and across the web. - [\[MarketPlace\] PropertyBoost FAQ](https://help.insiderealestate.com/en/articles/15024296-marketplace-propertyboost-faq.md): All questions Property Boost! - [What Is MarketReel and How Does It Work?](https://help.insiderealestate.com/en/articles/15889569-what-is-marketreel-and-how-does-it-work.md): Learn how MarketReel automatically turns your MLS data into personalized monthly videos for your contacts—no cameras, scripts, or editing required. - [\[Marketplace\] PropertyBoost Overview](https://help.insiderealestate.com/en/articles/3574352-marketplace-propertyboost-overview.md): Learn how to purchase and use PropertyBoost to reach more buyers, spark more conversations, and close more deals. - [\[Marketplace\] Leads 360 Buyer Overview](https://help.insiderealestate.com/en/articles/8705833-marketplace-leads-360-buyer-overview.md): Click, call, close- your complete top funnel marketing solution to fill and nurture your pipeline. - [\[Marketplace\] Subscription PropertyBoost](https://help.insiderealestate.com/en/articles/8895614-marketplace-subscription-propertyboost.md): Target Homebuyers on Facebook via Your Listings on AutoPilot - [\[Marketplace\] Enterprise PropertyBoost Overview](https://help.insiderealestate.com/en/articles/5629437-marketplace-enterprise-propertyboost-overview.md): Learn more about Enterprise PropertyBoost: a one-of-a-kind social media marketing program for listings. - [\[Marketplace\] Smart Social Leads](https://help.insiderealestate.com/en/articles/5435928-marketplace-smart-social-leads.md): Learn more about Smart Social Leads and keep your database growing with fresh leads each month with Dynamic Listing Ads - [\[Marketplace\] Nosy Neighbor Overview](https://help.insiderealestate.com/en/articles/5071554-marketplace-nosy-neighbor-overview.md) - [\[Marketplace\] Leads 360 Bundle Configuration](https://help.insiderealestate.com/en/articles/8839702-marketplace-leads-360-bundle-configuration.md): Learn how to configure your Leads 360 bundle! - [\[Marketplace\] Leads 360 Seller Overview](https://help.insiderealestate.com/en/articles/9331683-marketplace-leads-360-seller-overview.md): Target home sellers with interest-based ad targeting! - [\[Marketplace\] PropertyBoost Loyalty Program](https://help.insiderealestate.com/en/articles/9824273-marketplace-propertyboost-loyalty-program.md): The more you boost, the more you save! - [\[Marketplace\] MyAgentFinder](https://help.insiderealestate.com/en/articles/10054966-marketplace-myagentfinder.md): Learn more about the MyAgentFinder product, and how you can add your workflow to BoldTrail! - [\[Marketplace\] PropertyBoost Motion Overview](https://help.insiderealestate.com/en/articles/11634425-marketplace-propertyboost-motion-overview.md): Turn listing photos into moving, scroll-stopping ads! - [\[Marketplace\] Premium Video Powered by BombBomb Overview](https://help.insiderealestate.com/en/articles/4124065-marketplace-premium-video-powered-by-bombbomb-overview.md): Premium Video helps you seamlessly leverage video to build relationships, drive deeper engagement, and ultimately do more business! - [\[Marketplace\] Post Close Overview](https://help.insiderealestate.com/en/articles/10298163-marketplace-post-close-overview.md) - [\[Marketplace\] How to Use Voicemail Drop with Smart Campaigns](https://help.insiderealestate.com/en/articles/4457481-marketplace-how-to-use-voicemail-drop-with-smart-campaigns.md): Learn how to seamlessly integrate your Voicemail Drop subscription into your lead nurturing plan by using Smart Campaigns. - [\[Marketplace\] Voicemail Drop: Lender-Specific Scripts](https://help.insiderealestate.com/en/articles/4475397-marketplace-voicemail-drop-lender-specific-scripts.md): Use these helpful voicemail scripts to build voicemail drop templates so you can quickly send them to applicable contacts in the future. - [\[Marketplace\] Voicemail Drop: Past Client Scripts](https://help.insiderealestate.com/en/articles/4475393-marketplace-voicemail-drop-past-client-scripts.md): Use these helpful voicemail scripts to build voicemail drop templates so you can quickly send them to applicable contacts in the future. - [\[Marketplace\] Voicemail Drop: Buyer and Seller Scripts](https://help.insiderealestate.com/en/articles/3948016-marketplace-voicemail-drop-buyer-and-seller-scripts.md): Use these helpful voicemail scripts to build voicemail drop templates so you can quickly send them to applicable contacts in the future. - [\[Marketplace\] Voicemail Drop FAQ](https://help.insiderealestate.com/en/articles/4457895-marketplace-voicemail-drop-faq.md): Find answers to commonly asked questions about the Marketplace Add-On: Voicemail Drop. - [\[Marketplace\] Voicemail Drop Overview & FAQ](https://help.insiderealestate.com/en/articles/3710280-marketplace-voicemail-drop-overview-faq.md): Learn more about how you can easily send noninvasive voicemails to your contacts and continue to grow your working relationship with them. - [\[Marketplace\] Concierge Pro \(previously Success Assurance\) Overview](https://help.insiderealestate.com/en/articles/9457350-marketplace-concierge-pro-previously-success-assurance-overview.md): Convert Leads to Conversations with a Live Concierge Team. - [\[Marketplace\] Concierge Pro \(previously Success Assurance\) Configuration Settings](https://help.insiderealestate.com/en/articles/9457404-marketplace-concierge-pro-previously-success-assurance-configuration-settings.md): Learn how to configure your Concierge Pro plan! - [\[Marketplace\] Concierge Pro \(previously Success Assurance\) Behavioral Triggers](https://help.insiderealestate.com/en/articles/10104299-marketplace-concierge-pro-previously-success-assurance-behavioral-triggers.md): Learn how to utilize Concierge Pro's behavioral triggers to reach your leads. - [\[Marketplace\] Vanity Domain Add-On](https://help.insiderealestate.com/en/articles/3317294-marketplace-vanity-domain-add-on.md): Learn more about adding a custom URL to your BoldTrail website. - [\[Marketplace\] Market Specific Website Add-On Overview](https://help.insiderealestate.com/en/articles/3317404-marketplace-market-specific-website-add-on-overview.md): Learn more about adding an additional market-specific website. - [\[Marketplace\] Premium Website Template Overview](https://help.insiderealestate.com/en/articles/4274949-marketplace-premium-website-template-overview.md): Learn how to make your BoldTrail website stand out among its competitors! - [\[Marketplace\] Custom Website Widgets Overview](https://help.insiderealestate.com/en/articles/4303395-marketplace-custom-website-widgets-overview.md): Learn how to enhance your BoldTrail website template with individual add-on options designed to make you stand out online! - [\[Marketplace\] Local Logic Overview](https://help.insiderealestate.com/en/articles/4180362-marketplace-local-logic-overview.md): Add a new layer of home searches to your website. - [\[Marketplace\] Done for You Success Services Overview](https://help.insiderealestate.com/en/articles/5734483-marketplace-done-for-you-success-services-overview.md): Learn more about the Done for You Success Services offered by Inside Real Estate. - [\[Marketplace\] 1-on-1 Breakthrough Session Overview](https://help.insiderealestate.com/en/articles/4429243-marketplace-1-on-1-breakthrough-session-overview.md): Learn how to purchase a private coaching session with a BoldTrail expert and receive personalized strategy plans for your business! - [\[Marketplace\] BoldTrail Team Overview](https://help.insiderealestate.com/en/articles/3317394-marketplace-boldtrail-team-overview.md): Learn more about utilizing the BoldTrail Team Add-On - [\[Marketplace\] TrailMakers - Real Estate Coaching](https://help.insiderealestate.com/en/articles/9824135-marketplace-trailmakers-real-estate-coaching.md): Learn more about TrailMakers, our Marketplace-focused real estate coaching platform! - [\[Marketplace\] Thanks.io Postcards Overview](https://help.insiderealestate.com/en/articles/3317395-marketplace-thanks-io-postcards-overview.md): Thanks.io provides a platform to integrate automated postcard marketing via api connections and other innovative tools. - [\[Marketplace\] API Nation Integration](https://help.insiderealestate.com/en/articles/3317365-marketplace-api-nation-integration.md): Learn how to sync 3rd party applications with BoldTrail using API Nation. - [\[Marketplace\] About eCommission](https://help.insiderealestate.com/en/articles/3317386-marketplace-about-ecommission.md) - [\[Marketplace\] Testimonial Tree Integration](https://help.insiderealestate.com/en/articles/3312274-marketplace-testimonial-tree-integration.md) - [\[Marketplace\] TransactionDesk Overview & FAQ](https://help.insiderealestate.com/en/articles/4637239-marketplace-transactiondesk-overview-faq.md): Learn how to link TransactionDesk to BoldTrail and utilize the Transactions tab - [Plaid: What to Expect When Verifying Your Bank Account](https://help.insiderealestate.com/en/articles/13927913-plaid-what-to-expect-when-verifying-your-bank-account.md): A simple guide to help you connect your bank quickly and securely. ## Present - [\[Present\] General FAQ](https://help.insiderealestate.com/en/articles/5137676-present-general-faq.md): Find answers to commonly asked questions about why Present is the next generation listing presentation tool you have been looking for! - [\[Present\] How to Customize Your Settings](https://help.insiderealestate.com/en/articles/5141542-present-how-to-customize-your-settings.md): Learn more about how you can tailor your Present settings to more accurately reflect yourself as an Agent during listing presentations. - [\[Present\] Subject Property Details Overview](https://help.insiderealestate.com/en/articles/5153539-present-subject-property-details-overview.md): Learn how to edit your subject property's details to pull more accurate comparable properties in your CMA report. - [\[Present\] Pricing Picture Overview](https://help.insiderealestate.com/en/articles/5153576-present-pricing-picture-overview.md): Learn more about the visual pricing range within Present and how to adjust the displayed data to tell a well-rounded pricing story. - [\[Present\] Market Assessment Tiles Overview](https://help.insiderealestate.com/en/articles/5160426-present-market-assessment-tiles-overview.md): Learn more about the data displayed in each tile under the market assessment section of your Present CMA. - [\[Present\] How to Create a CMA](https://help.insiderealestate.com/en/articles/5137933-present-how-to-create-a-cma.md): Learn how to generate a CMA for Sellers and Buyers using Present. This is the first step to creating an overall listing presentation. - [\[Present\] How to Create a Listing Presentation](https://help.insiderealestate.com/en/articles/5141401-present-how-to-create-a-listing-presentation.md): Learn how to create a slide presentation for Sellers and Buyers using Present to share the CMA data you generated in the first step. - [\[Present\] Default Slides Overview](https://help.insiderealestate.com/en/articles/5150302-present-default-slides-overview.md): Learn more about each default slide available to use when creating a listing presentation using Present. - [\[Present\] Past Presentations and Analytics Overview](https://help.insiderealestate.com/en/articles/5149792-present-past-presentations-and-analytics-overview.md): Learn how to leverage the tracked interactions on your CMAs/listing presentations and access or rebuild past reports and presentations. - [\[Present\] Comparable Adjustments](https://help.insiderealestate.com/en/articles/9416256-present-comparable-adjustments.md) - [\[Present\] Custom Comparables](https://help.insiderealestate.com/en/articles/10514245-present-custom-comparables.md): Learn how to manually add properties to your Present Comparables. - [\[Present\] Custom Slides Overview](https://help.insiderealestate.com/en/articles/10593132-present-custom-slides-overview.md): Learn how to design your own personalized slides for Present. ## CoreHome - [\[CoreHome\] Personalized Share Link Overview](https://help.insiderealestate.com/en/articles/6066576-corehome-personalized-share-link-overview.md) - [\[CoreHome\] Shareable Home Ownership App Smart Campaigns](https://help.insiderealestate.com/en/articles/6408150-corehome-shareable-home-ownership-app-smart-campaigns.md) - [\[CoreHome - Admin\] Agent Impersonation](https://help.insiderealestate.com/en/articles/6708568-corehome-admin-agent-impersonation.md) - [\[BoldTrail\] CoreHome Platform FAQ](https://help.insiderealestate.com/en/articles/11842199-boldtrail-corehome-platform-faq.md): Find answers to any questions you may have about the CoreHome platform! - [\[BoldTrail\] CoreHome Mobile App Overview](https://help.insiderealestate.com/en/articles/11841902-boldtrail-corehome-mobile-app-overview.md) - [360 Home & CoreHome Access Overview](https://help.insiderealestate.com/en/articles/13369490-360-home-corehome-access-overview.md) ## BoldTrail Recruit - [\[BoldTrail Recruit\] Agent Surveys](https://help.insiderealestate.com/en/articles/9026774-boldtrail-recruit-agent-surveys.md) - [\[BoldTrail Recruit\] FAQ: Terms of Service Updates](https://help.insiderealestate.com/en/articles/9477585-boldtrail-recruit-faq-terms-of-service-updates.md) - [Getting started with BoldTrail Recruit](https://help.insiderealestate.com/en/articles/8723046-getting-started-with-boldtrail-recruit.md) - [\[BoldTrail Recruit\] Recruit Search](https://help.insiderealestate.com/en/articles/8723375-boldtrail-recruit-recruit-search.md) - [\[BoldTrail Recruit\] Dashboard](https://help.insiderealestate.com/en/articles/8723098-boldtrail-recruit-dashboard.md) - [\[BoldTrail Recruit\] Co-Broke Sales](https://help.insiderealestate.com/en/articles/8723717-boldtrail-recruit-co-broke-sales.md) - [\[BoldTrail Recruit\] Watch List \(ex Pipeline\)](https://help.insiderealestate.com/en/articles/8723729-boldtrail-recruit-watch-list-ex-pipeline.md) - [\[BoldTrail Recruit\] Agent Retention](https://help.insiderealestate.com/en/articles/8724716-boldtrail-recruit-agent-retention.md) - [\[BoldTrail Recruit\] Net Income Valuation Calculator](https://help.insiderealestate.com/en/articles/8727505-boldtrail-recruit-net-income-valuation-calculator.md) - [\[BoldTrail Recruit\] My Account, Recruiting Goal, and Email Notifications](https://help.insiderealestate.com/en/articles/8727545-boldtrail-recruit-my-account-recruiting-goal-and-email-notifications.md) - [\[BoldTrail Recruit\] Frequently Asked Questions](https://help.insiderealestate.com/en/articles/6973758-boldtrail-recruit-frequently-asked-questions.md) ## Product Release Notes - [\[BoldTrail\] Coming Soon: Contact Record Redesign](https://help.insiderealestate.com/en/articles/11492493-boldtrail-coming-soon-contact-record-redesign.md): Learn how to navigate contact records in your CRM and use it to store your conversations, notes, and more! - [\[BoldTrail\] Beta: AI Search Alert Creation](https://help.insiderealestate.com/en/articles/11778119-boldtrail-beta-ai-search-alert-creation.md): Leverage our AI language search to set up search alerts for your contacts! - [\[BoldTrail\] HomeSearchAI](https://help.insiderealestate.com/en/articles/11951315-boldtrail-homesearchai.md): Help your customers find their perfect property with our AI-powered listing search. - [BoldTrail - Product Release Notes](https://help.insiderealestate.com/en/articles/6301303-boldtrail-product-release-notes.md): Product Maintenance Notes - [BrokerSumo Minor Release Notes](https://help.insiderealestate.com/en/articles/9116294-brokersumo-minor-release-notes.md): Product Maintenance Notes ## Contact Support - [Contact Support & Billing](https://help.insiderealestate.com/en/articles/4216948-contact-support-billing.md): Please use one of these methods to contact our Support Team. - [\[BoldTrail\] Submitting a Feature Request or Suggested Improvement](https://help.insiderealestate.com/en/articles/3311725-boldtrail-submitting-a-feature-request-or-suggested-improvement.md): Learn how to submit your feature request or suggested improvements for any Inside Real Estate platform you are using. - [Credit Card Payment Processing FAQ](https://help.insiderealestate.com/en/articles/12535723-credit-card-payment-processing-faq.md): Overview of new credit card payment processing fees. ## Coming Soon - [\[BoldTrail\] Scheduled Mass Email Analytics](https://help.insiderealestate.com/en/articles/13853558-boldtrail-scheduled-mass-email-analytics.md): Learn how to view and interpret key performance indicators \(KPIs\) for your scheduled mass emails so you can monitor and improve your email strategy. - [\[BoldTrail\] Learning Alerts](https://help.insiderealestate.com/en/articles/13120730-boldtrail-learning-alerts.md): Learning Alerts are a sophisticated feature that automatically creates adaptive search alerts to re-engage dormant contacts in your database by sending them property listings highly relevant to the... - [DesignCenter 2.0 - Coming Soon](https://help.insiderealestate.com/en/articles/15291317-designcenter-2-0-coming-soon.md): BoldTrail's built-in marketing studio for listing designs, brand templates, and automation - [\[BoldTrail\] Coming Soon: BoldTrail + Buffini](https://help.insiderealestate.com/en/articles/15687169-boldtrail-coming-soon-boldtrail-buffini.md) ## Partner Resources - [\[BoldTrail\] Shilo AI -Your AI Sales Coach](https://help.insiderealestate.com/en/articles/14224375-boldtrail-shilo-ai-your-ai-sales-coach.md): Meet Shilo—your AI coach that listens to every call and gives you instant feedback on what you're doing well and where you can improve. It's like having an expert coach review your conversations, b... - [\[BoldTrail\] Union Street Media Website Integration](https://help.insiderealestate.com/en/articles/14231817-boldtrail-union-street-media-website-integration.md): Learn how Union Street Media's integration with BoldTrail keeps your company website and CRM working as one seamless system. - [\[BoldTrail\] Sisu Integration](https://help.insiderealestate.com/en/articles/14666866-boldtrail-sisu-integration.md): Learn how Sisu's integration with BoldTrail keeps your transaction management and CRM working together automatically. - [\[BoldTrail\] Ylopo Integration](https://help.insiderealestate.com/en/articles/14667176-boldtrail-ylopo-integration.md): Learn how Ylopo's integration with BoldTrail automatically delivers leads, syncs activity, and keeps your CRM and digital marketing platform working together in real time. - [\[BoldTrail\] Fello Integration](https://help.insiderealestate.com/en/articles/14666879-boldtrail-fello-integration.md): Learn how Fello uses AI and home data to turn your BoldTrail database into a source of listing opportunities — and how every interaction syncs back automatically. - [\[BoldTrail\] RateMyAgent Integration](https://help.insiderealestate.com/en/articles/14689448-boldtrail-ratemyagent-integration.md): Learn how RateMyAgent's integration with BoldTrail automatically displays your verified client testimonials on your website and in your listing presentations. - [\[BoldTrail\] Tenant Screening Services - Powered by Rental Beast](https://help.insiderealestate.com/en/articles/15707564-boldtrail-tenant-screening-services-powered-by-rental-beast.md): Learn how Rental Beast's integration with BoldTrail adds tenant screening directly to your rental listing pages, making it easier for agents to process applications and automatically capture renter... - [\[BoldTrail\] Compliance AI - Powered by SetWave](https://help.insiderealestate.com/en/articles/16145925-boldtrail-compliance-ai-powered-by-setwave.md): Learn how SetWave's integration with BoldTrail allows you to compliance-review documents, seamlessly through BoldTrail BackOffice.