Getting Help with Your BoldTrail Onboarding Checklist
If you’re experiencing issues completing or clearing items on your BoldTrail onboarding checklist, please note that Dalton Wade cannot resolve these issues directly. All checklist-related questions and troubleshooting must be handled by BoldTrail Support.
How to Get Help
For assistance with your onboarding checklist, contact BoldTrail Support:
-
Email: support@boldtrail.com
The BoldTrail team will guide you through the process and help resolve any checklist-related problems.
Related Articles
Creating Blog Posts in BoldTrail CRM
Blog posts are a great way to keep your website active, improve search visibility, and provide helpful information to potential clients visiting your site. BoldTrail allows you to easily create and publish blog posts directly from your CRM. Follow ...BoldTrail Basics
BoldTrail (formally known as kvCORE) is an all-in-one real estate platform that provides agents with everything they need to manage their business efficiently and effectively. As a Dalton Wade Real Estate Group agent, you have free access to ...BoldTrail Mobile App Support
If you're experiencing any issues with the BoldTrail mobile app, please note that Dalton Wade cannot directly assist with troubleshooting, editing, or making revisions with the app. For any problems or questions regarding the app, you will need to ...Accessing BoldTrail’s Knowledge Base
In addition to Dalton Wade’s internal support resources, BoldTrail provides its own comprehensive Knowledge Base with articles covering every aspect of their platform. This resource is designed to help you quickly find answers, troubleshoot issues, ...Importing & Exporting Your Contacts with BoldTrail
BoldTrail has an extensive library of self-help articles including how to import and export contacts in the system. For importing, BoldTrail can either do this themselves, or you are more than welcome to import contacts yourself. Please follow their ...