Database Cleanup & Better Follow-Up

Clean Up Your Database and Build a Better Follow-Up System

Your database shouldn’t just be a place where contacts sit. It should be a system that helps you stay connected, build relationships, and create more opportunities for future business.

In this hands-on BoldTrail Bootcamp session, you’ll learn how to clean up and organize your database, create stronger contact records, and start using BoldTrail to make consistent follow-up easier.

In this session, you’ll learn how to:

• Identify where your contacts are currently stored and bring them together
• Clean up duplicates, outdated information, and incomplete contacts
• Prepare contacts before importing them into BoldTrail
• Add new contacts and properly organize their information
• Use statuses and deal types to better organize your database
• Use hashtags as labels to organize and segment contacts
• Add important details like birthdays, home anniversaries, addresses, and notes
• Set up birthday and home anniversary reminders
• Use Market Reports, Listing Valuations, newsletters, and Search Alerts to stay connected
• Track communication and activity within each contact record
• Build simple habits for keeping your database clean and up to date

Your database is more than a list of names. It’s a collection of relationships. By organizing those relationships inside BoldTrail and giving the system the right information, you can create a follow-up process that helps you stay connected long after the transaction is over.

Duration: 1 Hour
Level: Beginner
Recommended For: Gold Nation agents who want to clean up their database, organize their contacts, and build a stronger system for consistent client follow-up.