Adding and Connecting Your Contacts in BoldTrail
Welcome to the BoldTrail Platform! This webinar will introduce you to the various ways you can add or sync your contacts to your BoldTrail platform, allowing you to easily house all of your people in one place, get organized and automate your follow-up!
This webinar is for all NEW and Returning BoldTrail users including Admins and Agents (Lenders are welcome too!)
What you'll learn
After this webinar, Agents and Admins will learn and better understand BoldTrail such that they will be able to:
Learn how to manually add contacts on the Desktop or in the Mobile App
Utilize the Gather Your Sphere Playbook
Submit contact files via the Bulk Import Tool
Sync third-party leads using the Lead Dropbox or sync contacts from an existing Google or Outlook account
Be sure to register now for this webinar!