Leads & CRM
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 ...
I've Seen a Decreased Amount of Website Lead
As of January 2025 While we will continue to capture organic traffic from our main website www.daltonwade.com and continue to make a big push in organic lead traffic, we have made the decision to pause our paid advertising. We made this decision due ...
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: ...
How to Start or Stop a Smart Campaign in BoldTrail (formally known as kvCORE)
Smart Campaigns in BoldTrail are powerful automations designed to streamline your workflow by automatically sending texts, emails, and creating tasks, allowing you more time to focus on important activities like making calls and showing homes. Follow ...
How to Find Your Unique Email, Zapier, or Zillow Key in BoldTrail (formally known as kvCORE)
Each BoldTrail user is provided with a unique Email Key, Zapier Key, and Zillow Key. These keys allow seamless integration with different lead-generating platforms, ensuring that leads flow directly into your BoldTrail account. By using these keys, ...