Course curriculum

  • 1

    Setting Up BoldTrail

    • How to Complete This Course

    • Welcome to BoldTrail!

    • Completing Your Profile

    • Using the Main Dashboard Successfully

    • Apps for ‘On-the-Go’ Agents

    • Test Your Knowledge

    • Section 1 Action Items

    • Top 10 Tips for Success

    • Join Our Interactive Webinar
  • 2

    Managing Your Contacts and Automation

    • Deal Types, Statuses, Hashtags, and Sources

    • Understanding Behavioral Automation

    • Search Alerts Overview

    • Market Reports and Seller Reports

    • Leveraging Smart Campaigns for Your Business

    • Understanding Contact Records and the Client Journey

    • Test Your Knowledge

    • Section 2 Action Items

    • Join Our Interactive Webinar
  • 3

    Getting Familiar with Your Website and Listings

    • Your Website and How Visitors Use It

    • Understanding Your Website Settings

    • Managing Your Listings

    • ‘Promote a Listing’ Playbook Overview

    • Test Your Knowledge

    • Section 3 Action Items

    • Join Our Interactive Webinar
  • 4

    Fueling Your Pipeline

    • Get Your Existing Contacts In Your Platform!

    • Integrating Your Existing Lead Generation

    • Marketing Tools for Lead Generation

    • Test Your Knowledge

    • Section 4 Action Items

    • Join Our Interactive Webinar
  • 5

    Course Conclusion

    • Closing Remarks

    • Course Feedback