BoldTrail Client Management - Day 4

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.