How To Make Your Leads/ Contacts "Private" in BoldTrail

How To Make Your Leads/ Contacts "Private" in BoldTrail

In BoldTrail, you can make your leads "Private".

It's important to note that, with BoldTrail, Agents cannot see your leads. Your leads are yours and they are not shared with other Agents unless you are on a Team.

You can, however, make your leads private from the "Company" which essentially hides your leads from the Support Team. Some Agents prefer to keep information about their leads and database private. That is completely okay. 

If you make your contacts private, you may be limiting the ways in which the Support Team can assist if you have questions or concerns down the road. Making your contacts private means the Support Team can't assist in looking up details about the lead, where it was generated, or why it received certain communication from you.

To make your leads private, simply follow these steps:

1. Click your Profile image in the top right corner, then select My Profile in the drop-down menu.

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2. Click the Settings button in your profile.

3. Flip the switch that says "Make Contacts Private" so the support team can't see your contacts, and/or flip the switch "Hide Contacts From Team(s)" so the teams you are on can't see your contacts.

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