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 help instructions here so you have the latest information on adding leads into our CRM system.
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To log in to your BoldTrail account, visit https://crm.daltonwade.com/ Enter your username (your email address) and password. Your username should be the email we have on file. Your default password will be your Name@daltonwade1 before you change it. ...