How to import your contacts to Boldtrail!
Автор: Christy Ramadge - Business Development
Загружено: 2025-09-13
Просмотров: 353
Описание:
In this video, I walk you through the process of uploading your contacts into the Bold Trail specific template to effectively manage them in your smart CRM.
Once your template is ready, I guide you on how to upload it into Bold Trail.
Spreadsheet template: https://docs.google.com/spreadsheets/...
BoldTrail Guide: https://help.insiderealestate.com/en/...
Contact Christy:
[email protected]
Whatsapp: +529631590051
Need help with this or your overall business development essentials?
Schedule a discovery call: https://christyramadge.com/mini-asses...
00:00 Introduction to Contact Uploading
02:00 Organizing Your Spreadsheet
06:01 Editing Common Fields
09:37 Setting Permissions
12:26 Uploading to Boltrail
16:51 Finalizing Import Process
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