Step 1: Complete your BoldTrail training

BoldTrail CRM is a powerful tool that helps you manage leads, stay organized, and close more deals. The better you understand how to use it, the more effective you'll be as an agent.

To get started, complete these two essential training courses:

• BoldTrail Agent Quick Start – Learn the basics of the interface, dashboard, contact list, and communication tools.

• Daily Calls & Task Management – Master the task system and daily call strategy to keep your pipeline moving.

All guides in the Playbook will assume you have completed these two trainings.

These courses require a login, but you'll use your existing BoldTrail account to access them.

Why this training matters

Agents who actively use BoldTrail's systems:

• Follow up faster and convert more leads.

• Stay organized with tasks and reminders.

• Manage their pipeline efficiently to close more deals.

Don't skip these trainings—your income depends on it!

Step 2: Brokerage-specific setup

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Step 3: Understanding the BoldTrail dashboard

Once you've completed the Quick Start training, focus on these key areas:

• Dashboard Overview – Get familiar with the layout and where to find important information.

• Contact Cards – View lead activity, add notes, and track interactions.

• Task & Reminder System – Stay on top of follow-ups and appointments.

• Call, Text, & Email Tools – Communicate with leads directly from BoldTrail

These features are the foundation of your daily workflow. Master them early!

Step 4: Advanced training

Once you've completed the first two courses, explore BoldTrail's advanced features:

• Smart Campaigns – Automate follow-ups and nurture leads efficiently. (See Section 2.3 for a deep dive.)

• Present Quick Start – This tool in BoldTrail automatically builds CMA reports and listing presentations with template slides.

• Listing Machine & Design Center Quick Start – The Listing Machine and Design Center are marketing tools that produce personalized marketing pieces for your listings and your business automatically.

• Advanced Email & Pages Tools – This guide covers custom pages in the BoldTrail website editor as well as building advanced emails and email templates.

These courses and guides are not required, as they are advanced uses of the software, but if you are enjoying BoldTrail, we highly recommend you explore their other tools available to you at no cost!

Your ability to use BoldTrail effectively will directly impact your success. Take the time to complete the training, apply what you learn, and watch your business grow!