Course curriculum

    1. 1-1 VIDEO: BoldTrail Smart CRM Overview

    2. 1-1 Thoughts: BoldTrail

    3. 1-1 Quiz: BoldTrail Smart CRM Overview

    1. 2-1 VIDEO: Creating Your Profile

    2. 2-1 Quiz: Creating Your Profile

    3. 2-1 Practice: Creating Your Profile

    4. 2-2 VIDEO: Configuring Settings

    5. 2-2 Quiz: Configuring Settings

    6. 2-2 Practice: Configuring Your Settings

    7. 2-3 VIDEO: Appointment Availability

    8. 2-3 Quiz: Appointment Availabilty

    9. 2-3 Practice: Appointment Availability

    10. 2-4 VIDEO: To Sync or Not to Sync

    11. 2-4 Quiz: To Sync or Not to Sync

    12. 2-4 Practice: To Sync or Not to Sync

    13. 2-5 VIDEO: What's a Smart Number?

    14. 2-5 Quiz: What's a Smart Number?

    15. 2-5 Practice: What's a Smart Number?

    16. 2-6 VIDEO: Scheduled Email Request

    17. 2-6 Quiz: Scheduled Email Request

    18. 2-6 Practice: Scheduled Email Request

    1. 3-1 VIDEO: Dashboard Review

    2. 3-1 Quiz: Dashboard Review

    3. 3-1 Practice: Dashboard Review

    4. 3-2 VIDEO: Omni Search

    5. 3-2 Quiz: Omni Search

    6. 3-2 Practice: Omni Search

    7. 3-3 VIDEO: Setting Up Automations

    8. 3-3 Quiz: Setting Up Automations

    9. 3-3 Practice: Setting Up Automations

    10. 3-4 VIDEO: Enabling and Disabling Smart Campaigns

    11. 3-4 Quiz: Enabling and Disabling Smart Campaigns

    12. 3-4 Practice: Enabling and Disabling Smart Campaigns

    1. 4-1 VIDEO: Adding a Contact Manually

    2. 4-1 Quiz: Adding a Contact Manually

    3. 4-1 Practice: Adding a Contact Manually

    4. 4-2 VIDEO: Bulk Import

    5. 4-2 Quiz: Bulk Import

    6. 4-2 Practice: Bulk Import

    7. 4-3 VIDEO: Connecting 3rd Party Leads

    8. 4-3 Quiz: Connecting 3rd Party Leads

    9. 4-3 Practice: Connecting 3rd Party Leads

    1. 5-1 VIDEO: Understanding a Contact Record

    2. 5-1 Quiz: Understanding a Contact Record

    3. 5-1 Practice: Understanding a Contact Record

    4. 5-2 VIDEO: Getting Organized with Hashtags and Filters

    5. 5-2 Quiz: Getting Organized with Hashtags and Filters

    6. 5-2 Practice: Getting Organized with Hashtags and Filters

    7. 5-3 VIDEO: Setting Appointments

    8. 5-3 Quiz: Setting Appointments

    9. 5-3 Practice: Setting Appointments

    1. 6-1 VIDEO: Smart Campaigns: What's the Point?

    2. 6-1 Quiz: Smart Campaigns

    3. 6-1 Practice: Smart Campaigns

    4. 6-2 VIDEO: Cloning a Campaign

    5. 6-2 Quiz: Cloning a Campaign

    6. 6-2 Practice: Cloning a Campaign

    7. 6-3 VIDEO: Editing a Campaign

    8. 6-3 Quiz: Editing a Campaign

    9. 6-3 Practice: Editing a Campaign

    10. 6-4 VIDEO: Adding a Campaign from the Library

    11. 6-4 Quiz: Adding a Campaign from the Library

    12. 6-4 Practice: Adding a Campaign from the Library

    13. 6-5 VIDEO: Creating a Campaign from Scratch

    14. 6-5 Quiz: Creating a Campaign from Scratch

    15. 6-5 Practice: Creating a Campaign from Scratch

    16. 6-6 VIDEO: Using Tokens to Share and Add a Campaign

    17. 6-6 Quiz: Using Tokens to Share and Add a Campaign

    18. 6-6 Practice: Using Tokens to Share and Add a Campaign

About this course

  • Free
  • 93 lessons
  • 2 hours of video content

Discover your potential, starting today