This is a step-by-step guide on how to setup your BoldTrail CRM so you can be successful in working your leads.

This covers best practices, including a step-by-step workflow and checklist for your daily use of the CRM.

All about BoldTrail's drip marketing system, smart campaigns! Stay in touch with leads automatically so you can focus on production. This includes instruction on setting up pre-made smart campaign templates.

Strategies for ensuring you maximize your conversion rates and keep leads from falling through the cracks!

Step-by-step process for organizing your database within BoldTrail. Organization is critical for ensuring you are maximizing your potential as an agent.