Live Training Calendar

Join live CRM, marketing, lead generation, AI technology, implementation workshops, and Q&A labs designed for real estate production.

BoldTrail Client Management - Day 4

Saturday, October 17, 2026 - 1:00PM EST

Designed to help you turn BoldTrail into a true CRM that keeps your business organized and your follow-up consistent. We will cover how to add and import contacts, organize your database with tags and smart lists, track conversations and tasks, and manage every lead from first inquiry to closed transaction. By the end of this session, you will have a clean, structured client management system inside BoldTrail so you can stop losing track of people and start working your pipeline with confidence.

View event

BoldTrail Listing Module - Day 5

Wednesday, October 21, 2026 - 1:00PM EST

Designed to show you how to use BoldTrail's Listing Module to market your listings professionally, stay organized through the transaction, and keep your database engaged. We will cover how listings are added and displayed, how to manage listing details and media, how to leverage listing pages and marketing tools to drive inquiries, and how to track performance so you know what is working. Learn how to use the Listing Module for promoting listings.

View event

BoldTrail Website - Day 6

Thursday, October 22, 2026 - 1:00PM EST

Designed to help you understand how your BoldTrail website actually works and how to turn it into a lead-generating asset instead of a basic online business card. We will cover the key website settings, page structure, branding and customization options, lead capture points, IDX search experience, and the most common configuration issues that prevent agents from converting traffic. Learn how to adjust on your BoldTrail website to improve credibility, user experience, and lead conversion.

View event

BoldTrail Website Widget - Day 7

Friday, October 23, 2026 - 1:00PM EST

Designed to show you how to use BoldTrail Website Widgets to enhance your site with the right features in the right places, without clutter or confusion. We will cover what widgets are, where they should be used, how to configure them for lead capture and engagement, and which widget settings most agents overlook that impact performance. Learn how to add, edit, and optimize widgets so your website looks more professional and functions like a smarter conversion tool.

View event

BoldTrail Lead Engine - Day 8

Saturday, October 24, 2026 - 1:00PM EST

Designed to help you understand how BoldTrail's Lead Engine works so you can generate and manage leads with a clear strategy instead of guessing. We will break down the different lead sources and how they flow into your CRM, how routing and alerts are handled, how to respond faster and more effectively, and how to connect lead activity to the campaigns and website experiences that drive conversions.

View event

BoldTrail Marketplace - Day 9

Wednesday, October 28, 2026 - 1:00PM EST

Designed to help you navigate the BoldTrail Marketplace with clarity so you know which add-ons and integrations are worth using, and which ones you can ignore. We will review the most common Marketplace tools agents and brokerages rely on, how integrations connect to your CRM and website, what to look for before you activate anything, and how to avoid overlapping features or paying for tools you do not need.

View event