This video demonstrates the process of adding a contact within Bold Trail. After logging into the system, you navigate to the Smart CRM section and click "Add Contact." The required fields include the contact's first name, last name, and email address. Additionally, you can input phone numbers, address information, and categorize the contact as a buyer, seller, renter, or other. It's important to ensure the contact is subscribed to receive communication via email, text, and calls. Finally, you can assign a lead source, notes, and apply a smart campaign before saving the contact.

00:00 - Introduction to adding a contact in Bold Trail
00:12 - Accessing the "Add Contact" button
00:21 - Filling in the required fields: name, email, and phone
00:47 - Selecting communication preferences: call, text, and email
01:13 - Categorizing the contact and adding lead source
01:38 - Finalizing with smart campaign and adding contact
01:51 - Contact successfully added to Bold Trail

This video demonstrates the process of adding a contact within Bold Trail. After logging into the system, you navigate to the Smart CRM section and click "Add Contact." The required fields include the contact's first name, last name, and email address. Additionally, you can input phone numbers, address information, and categorize the contact as a buyer, seller, renter, or other. It's important to ensure the contact is subscribed to receive communication via email, text, and calls. Finally, you can assign a lead source, notes, and apply a smart campaign before saving the contact.

00:00 - Introduction to adding a contact in Bold Trail
00:12 - Accessing the "Add Contact" button
00:21 - Filling in the required fields: name, email, and phone
00:47 - Selecting communication preferences: call, text, and email
01:13 - Categorizing the contact and adding lead source
01:38 - Finalizing with smart campaign and adding contact
01:51 - Contact successfully added to Bold Trail

This video explores how to use the Client Journey in Bold Trail to effectively track and manage clients throughout their home buying or selling process. The presenter highlights the importance of categorizing contacts based on their relationship status, from sphere of influence (SOI) to closed clients. Key steps include marking a contact as a client once they sign an agreement, applying hashtags for easy identification, and using filters to manage leads. The video also covers different stages of client status, including new leads, active leads, prospects, and closed clients, as well as the best practices for nurturing these relationships.

00:00 - Introduction to the Client Journey and its benefits
00:26 - Moving contacts from sphere of influence (SOI) to client
01:06 - Adding a hashtag to track SOI status
01:40 - Transitioning to contract and closed client statuses
02:19 - Searching for and managing closed clients
02:59 - Overview of client statuses in the system
03:24 - Defining new leads, active leads, and prospects
03:52 - Explanation of the pipeline stages and final tips

This video guides you through setting up a market report. Once your contact is open, you go to the "market reports" section and click the add button. You then enter the zip code, school district, or city where the contact resides. After selecting the area, you set the frequency of the report, with options ranging from 7 to 28 days. Setting up the market report ensures that clients receive updated market data on their area, helping you stay connected with past clients and your sphere of influence. The market report will be automatically sent at the chosen frequency.

00:01 - Introduction to setting up a market report
00:07 - Navigating to the market reports section
00:16 - Entering the zip code or area
00:34 - Selecting the zip code and confirming
00:49 - Setting the frequency of the report
01:00 - Completing the setup and sending the market report
01:08 - Recommendation to set up for yourself

This video demonstrates how to set up a listing valuation. Once the contact is opened, you add the home address in the listing valuation section, which automatically populates most of the address. After saving, the listing valuation is set, and an evaluation of the home's value will be sent monthly to the contact. This tool helps clients track their home's value over time, providing a consistent touchpoint with clients, ensuring you're staying top of mind while offering valuable market insights.

00:00 - Introduction to setting up a listing valuation
00:09 - Adding the contact's home address
00:14 - Address auto-population and saving
00:27 - Listing valuation confirmation and sending immediately
00:41 - Monthly listing valuation sent automatically
00:47 - The value of staying in touch with your database

This video explains how to set up search alerts in KvCore for sellers. Instead of using search alerts for homebuyers, the focus here is on keeping past clients, your sphere of influence, and potential sellers updated on properties in their subdivision. The process includes drawing a map around the desired area, adjusting the frequency to ASAP, and selecting the appropriate listing type. The tool sends instant updates on properties that come onto the market, positioning you as a local expert. This strategy helps maintain connections with clients and keeps them informed about their neighborhood's market.

00:00 - Introduction to setting up search alerts for sellers
00:22 - Using the map draw feature to select the area
00:57 - Identifying and selecting the subdivision
01:27 - Drawing the area around the subdivision
02:00 - Completing the map drawing for the subdivision
03:00 - Setting the frequency to ASAP for immediate alerts
03:32 - Choosing listing types and finalizing the alert settings
04:47 - Example of sending alerts via email or text
05:00 - The importance of staying top of mind with clients

This video outlines how to set up search alerts for buyers using the system. The process begins with selecting the buyer's criteria, such as the desired ZIP codes, school districts, and price range, and then setting the alert frequency to ASAP for immediate notifications. It explains how to set multiple alerts, such as one for the current subdivision and another for new areas of interest, and how to send these results via email or text. The video also covers how to track which properties buyers have viewed and how to modify the search alerts later.

00:00 - Introduction to setting up search alerts for buyers
00:18 - Setting buyer search criteria, including ZIP codes and school districts
00:43 - Setting alert frequency to ASAP for immediate notifications
01:11 - How to view properties and send results to buyers via email or text
04:18 - Tracking buyer activity and editing search alerts