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Welcome to Your BoldTrailPRO Platform

Get started by selecting the learning path that aligns with your skill level.
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New to BoldTrailPRO?

Learn the basics with Live Training Sessions

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Already Familiar?

Explore additional features & add-ons

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BoldTrailPRO Beginner User

Start strong—master the fundamentals

These are best suited for new users or anyone looking to build a strong understanding of the BoldTrailPRO tools.
Beginner Training Session 1

Training Session 1

Platform Overview & Contact Organization

Every Monday at 10AM PT / 1PM ET

Learning Objectives:

  • Understand what makes up the BoldTrail Platform
  • Know what your resources are for Training, Community & Support
  • Learn how to categorize your contacts and start organizing them with filters
Register for the Webinar
Beginner Training Session 1

Training Session 2

Contact Management: The Reactive Approach

Every Tuesday at 10AM PT / 1PM ET

Learning Objectives:

  • Learn how leads register on your website
  • Identify best practices for locating and reaching out to new leads
  • Understand how to use the tools in BoldTrail to communicate with your leads
Register for the Webinar
Beginner Training Session 1

Training Session 3

Contact Management: Proactive Outreach

Every Wednesday at 10AM PT / 1PM ET

Learning Objectives:

  • Listings to Contacts
  • Market Data to Contacts
  • Conversation-Starting Texts and Emails
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Beginner Training Session 1

Training Session 4

Drive Contacts to Your Website & Grow Your Business

Every Thursday at 10AM PT / 1PM ET

Learning Objectives:

  • Website Content for Lead Generation
  • Manage Squeeze Links, Text Codes, Landing Pages
  • Open House Registration with the Mobile App
Register for the Webinar
BoldTrailPRO Beginner User

Discover Features and Add-Ons

Perfect for experienced users, these sessions dive deep into advanced features, strategic workflows, and premium add-ons. Explore now to unlock powerful tools and elevate your BoldTrailPRO experience.
Beginner Training Session 1

eWebinar

Listing Machine, Design Center and Social Quick Start

Learning Objectives:

In this webinar, you’ll learn how to access and set up Listing Machine, Design Center, and Social, plus how to automate your listing marketing to wow sellers and attract buyers with less effort.

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Beginner Training Session 1

eWebinar

BoldTrail Present Quick Start

Learning Objectives:

In this webinar, you’ll learn how BoldTrail Present, the next-gen CMA and presentation builder, helps you win listings, offers, and client trust. We’ll walk through creating powerful CMAs, building listing and buyer presentations, and setting up your branding preferences with ease.

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Beginner Training Session 1

eWebinar

Vitals – The Metrics to Measure

Learning Objectives:

Join us for the Vitals: The Metrics to Measure eWebinar, designed to empower you with advanced strategies and expert insights to maximize your Vitals experience!

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Beginner Training Session 1

eWebinar

Adding and Connecting Your Contacts in BoldTrail

Learning Objectives:

Welcome to BoldTrail! In this webinar, you’ll learn how to add or sync your contacts so you can keep everything organized in one place and automate your follow-up with ease.

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Beginner Training Session 1

eWebinar

Premium Video | Quick Start

Learning Objectives:

Join our interactive 30 minute webinar to learn the basics of Premium Video, an add on available in the Marketplace.

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Beginner Training Session 1

eWebinar

Discover Marketplace

Learning Objectives:

Discover how the Marketplace can help you generate more leads, boost exposure, and simplify your workflow with intuitive, premium tools. In this 45-minute session, we’ll explore solutions for marketing, automation, lead gen, and more to help grow your business.

Register for the Webinar