How to Customize Your Leads in Smart CRM View in BoldTrail
Your Smart CRM view in BoldTrail can be customized to show additional details about your contacts by adding or removing columns. This allows you to tailor the information you see at a glance to suit your workflow and preferences. Here’s how to do it:
Steps to Add or Remove Columns in Your Smart CRM:
Access the Smart CRM:
- Begin by logging into BoldTrail by going to https://crm.daltonwade.com/.
- From the left-hand menu, select Contacts to open your contact list.
Locate the Columns Option:
- On the top right corner of your Smart CRM screen, you'll see a button labeled Columns. Click on this to display a dropdown menu.
- On the top right corner of your Smart CRM screen, you'll see a button labeled Columns. Click on this to display a dropdown menu.
Choose Your Columns:
- In the dropdown menu, you’ll find a list of different information types (e.g., email, phone number, address, etc.) that can be displayed.
- Simply check or uncheck the boxes next to each item to toggle the visibility of those columns.
View the Updated Columns:
- Once you’ve made your selections, your CRM view will automatically update, displaying the new columns with any available data for those contacts.
- Once you’ve made your selections, your CRM view will automatically update, displaying the new columns with any available data for those contacts.
By customizing your Smart CRM view, you can easily track the most important information relevant to your real estate business, saving time and improving organization.
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