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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How to Find Your Unique Email, Zapier, or Zillow Key in BoldTrail (formally known as kvCORE)
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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 ...
Logging Into BoldTrail CRM
To log in to your BoldTrail account, visit https://crm.daltonwade.com/ Enter your username (your email address) and password. If you don’t remember your password, click “Forgot Password” on the login screen to reset it.
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, ...