BoldTrail Bootcamp August Series | Session 1: Profile & Account Setup

Turn Your Database Into a Follow-Up System

Your database shouldn’t just be a place where contacts are stored. It should help you stay connected, remember important details, and create more opportunities for conversations.

In this beginner BoldTrail Bootcamp session, you’ll learn how to clean up, organize, and build a database that can actually work for you. We’ll walk through what information belongs in your CRM, how to organize your contacts, and how to start using BoldTrail to create better, more consistent follow-up.

In this session, you’ll learn how to:

• Clean up your database before importing contacts

• Identify and remove duplicates and outdated information

• Bring contacts into BoldTrail from your phone, email, MLS, spreadsheets, or another CRM

• Add new contacts directly into BoldTrail

• Build complete and useful contact records

• Organize contacts using statuses, deal types, and hashtags

• Add important details like birthdays, home anniversaries, addresses, and notes

• Set up automatic birthday and home anniversary communications

• Understand how hashtags help organize your database

• Track calls, texts, emails, and other client activity

• Use Market Reports, Search Alerts, and Listing Valuations to stay connected

• Add contacts to the RE/MAX Quarterly Newsletter

• Start building simple habits for keeping your database organized and up to date

By the end of this session, you’ll have a better system for organizing your relationships and using BoldTrail to help you stay connected. Instead of relying on your phone, spreadsheets, sticky notes, or memory, you’ll begin building a CRM that reminds you when it’s time to follow up and helps you stay in front of the people who matter most to your business.

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