BoldTrail Bootcamp Summer Series | Session 8: Q&A Work Session via Zoom

Put It All Together with BoldTrail

You’ve learned the tools. Now it’s time to put them to work.

In this final BoldTrail Bootcamp Summer Series session, we’re answering real agent questions, revisiting some of the most important tools inside BoldTrail, and showing you how to turn what you’ve learned into a practical system you can use every day.

In this session, you’ll learn how to:

• Understand your BoldTrail Vitals score and improve the health of your CRM

• Use your dashboard to identify opportunities and prioritize follow-up

• Manage tasks, reminders, and follow-up activities

• Track calls, texts, emails, and client engagement

• Recognize website activity that could signal a potential opportunity

• Find and customize your BoldTrail website settings

• Access landing pages and understand where to build them

• Use Smart Campaigns to automate client follow-up

• Use the Open House App to capture leads directly into BoldTrail

• Connect open house leads with search alerts and automated campaigns

• Update and reuse sign rider call and text capture codes

• Troubleshoot common BoldTrail questions and workflows

This session is all about turning BoldTrail into part of your everyday business. You’ll leave with practical ideas for organizing your CRM, staying on top of follow-up, identifying opportunities, and using automation to keep your business moving forward.

Duration: 1 Hour
Level: All Levels
Recommended For: Gold Nation agents who want to strengthen their BoldTrail habits, improve their follow-up, and get more value from the tools available inside their CRM.