Embedded Files
Getting Started Training Videos
BHHS Connect Training Class Videos
All your contacts from the VAC have been imported for you in Bold Trail. All campaigns are currently turned off with the exception of Birthdays and Home Anniversaries.
BoldTrail’s Customer Success Team is excited to invite you to our new BaseCamp training sessions!
BoldTrail’s Customer Success Team is excited to invite you to our new BaseCamp training sessions!
Designed for all users, these sessions will help you:
Master lead generation
Build a strong sales pipeline
Engage leads effectively
Convert them into loyal clients
Why Attend?
Master Lead Generation & Sales Pipeline: Learn proven strategies to boost your business.
Engage & Convert Leads: Turn prospects into loyal clients with ease.
When?
Every Wednesday at Noon EST – REGISTER HERE!
Resources:
Save and visit our BaseCamp Trail Guide to replay sessions and find helpful links.
Whether you're new to BoldTrail or a seasoned veteran , these sessions are perfect for you. We’ve made the content easy to digest and highly actionable.
We look forward to seeing you there!
Onboarding Best Practices
Onboarding Best Practices
Contacts in BHHS Connect require a Lead Type and Lead Status:
Lead Type
Buyer
Seller
Renter
Agent
Vendor
Can have multiple: Buyer|Seller
Lead Status
Sphere
Prospect
New Lead
Active Lead
Client
Contract
Closed
Archive
Click here for additional best practices
Import Options
Import Options
Choose the option that best applies to your contacts:
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