BoldTrail Intermediate: Smart Campaigns

This training will help you develop your lead-nurturing expertise with BoldTrail, our powerful CRM and database platform. You’ll learn about Smart Campaigns, which simplify client interactions through pre-loaded action plans and automated follow-ups. With features like emails, texts, and reminders, you can ensure consistent, timely communication and stay engaged with clients.

Once registered, you'll receive an Outlook calendar invite with a Microsoft Teams link from Jess Smith [during business hours]. Please accept the invite and use the Teams link for the training. This is an online only class.

Host or Publisher Broker Development