BoldTrail assigns ownership of contacts depending on how and where the contact information was captured before adding to an agent's CRM

How to check

This is something you can view in your Contacts section. There is a columns button that allows you to display additional information regarding your contacts.

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Agent  = who the contact is assigned to

Owned by = Where the contact originated and who is owner of the contact . This means that the owner has the ability to reassign the lead and remove it from your CRM. That the lead is just shared with you if your name does not display in that column.

Types of Contact Ownership and what that means

Company -

The contact registered on an eXp Corporate site or called the smart number connected to a eXp Realty BoldTrail corporate site.

      * eXp Realty as a brokerage does not retain or reassign ownership of these contact. This is a product of the round robin rules set at the corporate sites and the smart numbers attached to the corporate site. All this affects is that you can not delete these contacts, they have to be archived. If you request a copy of your contacts from your CRM these will be included in the export. 

Team Name -

The contact registered on a teams BoldTrail team addon website or through an API connection that is set up at the BoldTrail team addon level.

You will see the BoldTrail team name listed in the "Owned By" Column.

If your agent account is currently connected to a BoldTrail team addon you may see this quite frequently as contacts coming into the BoldTrail team addon are assigned to you.

Team Admins for the BoldTrail team have the ability to view and manage these contacts. This includes reassigning contacts to a different agent connected to the team, transferring ownership of the contact to an agent, assigning campaigns, set listing alerts or communicate with the contact through the BoldTrail system. 

If your agent account is no longer connected to a BoldTrail team addon and you have contacts in your CRM still owned by the team please work with that team's admin to either have them transfer ownership of the contact to you or for you to transfer ownership back to the team admin. As an agent, if you request an export of your contacts from your smart CRM, team owned contacts will not be included. 

Team Admins: If you would like the contacts to remain owned by the team do not transfer your contacts. You will want to share contacts with the agents connected to your team.

Agent Name - 

The contact registered on an agent site or was connected to an agent's CRM via an API connection (Zillow, Realtor.com) or any other type of direct link or registration that is specific to the agent.

You may see your name or another agent's name here.

If another agent that means they have shared this contact with you. Agents who's BoldTrail account is connected to the same corporate site have the ability to share contacts.

BoldTrail has a great article on how to share contacts HERE

If a contact has been shared with you by another agent and then is removed from your CRM, this just means the owner of the contact has decided to no longer share with you. You will no longer have access to the contact and it will no longer display in your Smart CRM.