Smart CRM
How To Adjust HOW/WHEN You Get Alerted About A New Contact
How To Adjust HOW/WHEN You Get Alerted About A New Lead To adjust how you receive alerts on new leads, you'll need to adjust lead routing: 1. Click Dropdown In Top Right & Click "Lead Routing" 2. Click "+ New Rule" To Create A New Rule Or Click ...
Lead Ownership in BoldTrail
Contact Ownership in BoldTrail 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 ...
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 ...