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Our BoldTrail Startup service helps agents establish a strong foundation in their CRM by organizing their database, configuring essential features, and creating a system for consistent follow-up and relationship management.
Included in the service:
Contact Bulk Import (up to 500 contacts) with the buyer and seller organization
Hashtag System Setup to help categorize and manage your database
Mobile App Setup Instructions for easy access and management on the go
BoldTrail Profile & Branding Setup to ensure a professional presence
Link to Scott’s Calendar for BoldTrail Q&A Support
Get your CRM set up correctly from the start so you can stay organized, nurture relationships, and maximize the opportunities within your database.
Our BoldTrail Startup service helps agents establish a strong foundation in their CRM by organizing their database, configuring essential features, and creating a system for consistent follow-up and relationship management.
Included in the service:
Contact Bulk Import (up to 500 contacts) with the buyer and seller organization
Hashtag System Setup to help categorize and manage your database
Mobile App Setup Instructions for easy access and management on the go
BoldTrail Profile & Branding Setup to ensure a professional presence
Link to Scott’s Calendar for BoldTrail Q&A Support
Get your CRM set up correctly from the start so you can stay organized, nurture relationships, and maximize the opportunities within your database.