Get Started in 10 Steps
Use this guide to get started on the #1 real estate tech platform! This ‘Get Started Guide’ will take you through the 10 critical steps to set up your account for success.
Establish Your Brand
Get Started
Steps to complete:
- Complete Your Profile
- Review Your Website
START GUIDE
Add Your Contacts
Get Started
Steps to complete:
- Add Your First Contact
- Achieve 100 Contacts
Nurture & Engage
Get Started
Steps to complete:
- Send Mass Email
- Apply Search Alert
- Clear Activity Tile
- Download Mobile App
Generate Fresh Leads
Get Started
Steps to complete:
- Generate 1 Website Lead
- Generate 10 Website Leads
How to Use Your Onboarding Guide
Follow Along in the Platform
- First sign in to your BoldTrail account
- Next, Click the button below to get started on step 1
- Follow the steps from this guide side by side while in your BoldTrail account
Collect All 10 Badges
Earn a badge for each of the ten steps you complete using your Get Started guide
Complete Your Profile
Preview Your Website
Add First Contact
Achieve 100 Contacts
Schedule a Mass Email
Add a Search Alert
Clear an Activity Tile
Download the Mobile App
Generate a Website Lead
Generate 10 Website Leads