Course curriculum

    1. BoldTrail Smart CRM Overview

    1. Creating Your Profile

    2. Configuring Settings

    3. Appointment Availability

    4. To Sync or Not to Sync

    5. What's a Smart Number?

    6. Scheduled Email Request

    1. Dashboard Review

    2. Omni Search

    3. Setting Up Automations

    4. Enabling and Disabling Smart Campaigns

    1. Adding a Contact Manually

    2. Bulk Import

    3. Connecting 3rd Party Leads

    1. Understanding a Contact Record

    2. Getting Organized with Hashtags and Filters

    3. Setting Appointments

    1. Smart Campaigns: What's the Point?

    2. Cloning a Campaign

    3. Editing a Campaign

    4. Adding a Campaign from the Library

    5. Creating a Campaign from Scratch

    6. Using Tokens to Share and Add a Campaign

About this course

  • Free
  • 31 lessons
  • 2 hours of video content

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