Course curriculum

  1. 1

    • Welcome to BoldTrail!

    • Completing Your BoldTrail Profile

    • Using the Main Dashboard Successfully

    • Assessment - Setting up BoldTrail
  2. 2

    • Deal Types, Statuses, Hashtags, and Sources

    • Understanding Behavioral Automation

    • Leveraging Smart Campaigns for Your Business

    • Understanding Contact Records and the Client Journey

    • Assessment: Managing Contacts and Automation

    • Survey: Managing Contacts and Automation
  3. 3

    • Your Website and How Visitors Use It

    • Understanding Your Website Settings

    • Assessment: Websites & Listings

    • Survey: Websites & Listings
  4. 4

    • Get Your Existing Contacts In Your Platform!

    • Integrating Your Existing Lead Generation

    • Assessment: Fueling Your Pipeline

    • Survey: Fueling Your Pipeline