Course curriculum
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1-1 VIDEO: BoldTrail Smart CRM Overview
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1-1 Thoughts: BoldTrail
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1-1 Quiz: BoldTrail Smart CRM Overview
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2-1 VIDEO: Creating Your Profile
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2-1 Quiz: Creating Your Profile
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2-1 Practice: Creating Your Profile
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2-2 VIDEO: Configuring Settings
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2-2 Quiz: Configuring Settings
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2-2 Practice: Configuring Your Settings
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2-3 VIDEO: Appointment Availability
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2-3 Quiz: Appointment Availabilty
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2-3 Practice: Appointment Availability
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2-4 VIDEO: To Sync or Not to Sync
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2-4 Quiz: To Sync or Not to Sync
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2-4 Practice: To Sync or Not to Sync
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2-5 VIDEO: What's a Smart Number?
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2-5 Quiz: What's a Smart Number?
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2-5 Practice: What's a Smart Number?
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2-6 VIDEO: Scheduled Email Request
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2-6 Quiz: Scheduled Email Request
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2-6 Practice: Scheduled Email Request
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3-1 VIDEO: Dashboard Review
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3-1 Quiz: Dashboard Review
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3-1 Practice: Dashboard Review
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3-2 VIDEO: Omni Search
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3-2 Quiz: Omni Search
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3-2 Practice: Omni Search
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3-3 VIDEO: Setting Up Automations
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3-3 Quiz: Setting Up Automations
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3-3 Practice: Setting Up Automations
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3-4 VIDEO: Enabling and Disabling Smart Campaigns
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3-4 Quiz: Enabling and Disabling Smart Campaigns
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3-4 Practice: Enabling and Disabling Smart Campaigns
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4-1 VIDEO: Adding a Contact Manually
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4-1 Quiz: Adding a Contact Manually
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4-1 Practice: Adding a Contact Manually
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4-2 VIDEO: Bulk Import
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4-2 Quiz: Bulk Import
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4-2 Practice: Bulk Import
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4-3 VIDEO: Connecting 3rd Party Leads
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4-3 Quiz: Connecting 3rd Party Leads
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4-3 Practice: Connecting 3rd Party Leads
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5-1 VIDEO: Understanding a Contact Record
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5-1 Quiz: Understanding a Contact Record
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5-1 Practice: Understanding a Contact Record
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5-2 VIDEO: Getting Organized with Hashtags and Filters
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5-2 Quiz: Getting Organized with Hashtags and Filters
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5-2 Practice: Getting Organized with Hashtags and Filters
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5-3 VIDEO: Setting Appointments
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5-3 Quiz: Setting Appointments
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5-3 Practice: Setting Appointments
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6-1 VIDEO: Smart Campaigns: What's the Point?
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6-1 Quiz: Smart Campaigns
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6-1 Practice: Smart Campaigns
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6-2 VIDEO: Cloning a Campaign
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6-2 Quiz: Cloning a Campaign
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6-2 Practice: Cloning a Campaign
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6-3 VIDEO: Editing a Campaign
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6-3 Quiz: Editing a Campaign
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6-3 Practice: Editing a Campaign
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6-4 VIDEO: Adding a Campaign from the Library
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6-4 Quiz: Adding a Campaign from the Library
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6-4 Practice: Adding a Campaign from the Library
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6-5 VIDEO: Creating a Campaign from Scratch
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6-5 Quiz: Creating a Campaign from Scratch
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6-5 Practice: Creating a Campaign from Scratch
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6-6 VIDEO: Using Tokens to Share and Add a Campaign
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6-6 Quiz: Using Tokens to Share and Add a Campaign
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6-6 Practice: Using Tokens to Share and Add a Campaign
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About this course
- Free
- 93 lessons
- 2 hours of video content