btPRO
170 articles
btPRO Settings
Access help content about how to build and manage your account and profile settings.
btPRO Dashboard
Access information about what shows on your dashboard.
- Dashboard OverviewReview what data is front and center in your btPRO Dashboard.
- Syncing Google with btPROConnect your Google account to btPRO to enable features like email, calendar, and contact syncing.
- Syncing Microsoft Office 365/Outlook to btPROConnect your Microsoft Office 365/Outlook account to btPRO to enable features like email, calendar, and contact syncing.
btPRO Contacts
Access help articles to learn about the btPRO CRM tools and functionality.
- Overview of a Lead ProfileLearn how to navigate a lead profile to review property interests, conversation history, and interact with your contacts via btPRO.
- Overview of Lead TypesReview the different lead types and how to use them in btPRO to categorize potential deals.
- Overview of Lead StatusesLearn about lead statuses and best practices for using them.
- Overview of Lead SourcesLearn about lead sources in btPRO and how to use them effectively to drive your business.
- Infographic: Understanding Lead SourcesVisualize how lead sources work by reviewing this infographic.
- How to Manually Add New ContactsLearn how to manually add contacts.
- How to Remove a LeadLearn how to delete or archive leads from your btPRO Contacts.
- How to Export Your ContactsLearn how to export your lead data from the Smart CRM.
- How to Share a Lead With Another AgentLearn how to share a contact with another Agent in your office or team via the Smart CRM.
- How to Transfer Lead AssignmentLearn how to transfer a lead to another Agent within your btPRO account.
- Contacts Lead FiltersLearn how to utilize filters in your Contacts.
- Overview of HashtagsLearn about what hashtags are and how they can help organize and automate your book of business.
- How to Create and Apply HashtagsLearn how to create and add hashtags to your leads.
- Contact Bulk ActionsLearn about the More Actions dropdown menu in Contacts & what bulk actions can be taken.
- Lead Address Labels for PrintLearn about how to export lead addresses for print labels from the Smart CRM.
- How to Create a Lead TaskLearn how to create a task to keep yourself accountable and on track with lead follow up and engagement.
- Where to Review and Complete TasksLearn how to review and mark your assigned tasks complete within btPRO.
- How to Edit and Delete Tasks
- How to Merge Lead ProfilesLearn how to combine duplicate lead records into a single profile in the Smart CRM.
- Overview of Lead Data ValidationLearn how lead data can be automatically validated within btPRO.
- Overview of Lead OwnershipLearn about lead ownership and how it impacts Smart CRM management.
- Overview of Lead DuplicationLearn about Lead Duplication logic and functionality.
- Overview of Lead RatingsLearn how btPRO rates new leads.
- How to Add a File to a Lead ProfileLearn how to add files to your leads in the Smart CRM.
- How to Email a Lead from btPROLearn how to send an email to your leads from btPRO.
- Overview of the Basic Email EditorLearn about the various email editing options within the Basic Email Editor.
- Overview of the Advanced Email EditorLearn how to use the Advanced Email Editor to design professional emails in btPRO.
- How to Mass Email & Text LeadsLearn how to send mass emails and texts to your leads from btPRO.
- Overview of Pond AccountsLearn how pond account work within btPRO and related best practices.
- [btPRO] Contact Record OverviewLearn how to navigate contact records in your Smart CRM and use it to store your conversations, notes, and more!
- [btPRO] How to Filter Listings
- [btPRO] How to Find a Direct Link to a Listing
- [btPRO] Your Agent: Listing DetailsLearn more about which Agent will be visible on a websites 'Your Agent' listing details section.
- [btPRO] How to Manually Add Your Own Sold, Exclusive, Pocket Listings
- [btPRO] Pitch Sheets for Manually Added ListingsCreate a visual representation of potential buyers you already have in your Smart CRM and across your brokerage.
- [btPRO] What Are Similar & Nearby Listings?
- [btPRO] How to Use the Craigslist Auto-Poster
- Seller Report OverviewLearn more about taking advantage of the automated seller report feature in btPRO to fully highlight your efforts as a listing agent.
- Listing Timeline OverviewLearn more about using your listing's timeline to enhance your seller reports and track important notes on a specific listing.
- [btPRO] How to Mass Text Listings to a HashtagLearn how to mass text listings to your contacts using hashtags.
- [btPRO] How to Mass Email Listings to a HashtagLearn how to email listings to your contacts using hashtags.
- [btPRO] How to Text Listings to your ContactsLearn how to text your contacts a single listings or multiple listings at once.
- [btPRO] How to Email Listings to Your ContactsLearn how to email a single or multiple listings to your contacts.
- [btPRO] How Do Contacts Save The Listings They Like?Learn how your contacts can save listings they're interested in from your btPRO website.
- [btPRO] Listings Tab OverviewLearn how to navigate the Listings Tab to benefit your business!
btPRO Playbooks
Learn about playbooks and how to use them to power up and automate your workflows.
- Playbooks OverviewLearn about btPRO playbooks and how you can use them to enhance your business.
- Playbook Overview: Promote a ListingLearn more about this powerful listing tool, designed to take you through promoting a property using btPRO's native tools step by step.
- Playbooks Overview: Gather Your Sphere & Work Your SphereLearn how to use Playbooks to streamline the SOI import and SOI conversion processes.
- [btPRO] Email & Text Templates OverviewLearn more about email and text canned responses (templates) within btPRO.
- [btPRO] Behavioral Automation OverviewLearn how to manage Behavioral Automation.
- [btPRO] How to Use Webhooks in Campaigns & Email Templates
- [btPRO] A Complete Guide to Smart CampaignsLearn more about Smart Campaigns and utilizing btPRO automation.
- [btPRO] Scheduled Mass Email OverviewLearn how to schedule an email to send to multiple contacts.
- [btPRO] Search Alerts OverviewLearn how to send automatic property alerts directly to your contacts' inboxes!
- [btPRO] How To Disable Automatic Emails, Reports, Or Texts For A ContactLearn how to stop automatic communications to specific contacts.
- [btPRO] How to Automate Emails and Texts for Birthdays and Purchase AnniversariesLearn how to automate your communications in btPRO for contacts’ birthdays and purchase anniversaries in Marketing Autopilot.
btPRO Lead Engine
Learn about tools to generate new leads and import leads from external sources.
- How to Import Your ContactsFollow the steps outlined in this article to import your existing database into BoldTrail.
- How to Automatically Forward 3rd Party Leads to BoldTrail via Lead DropboxLearn how to automatically forward 3rd party leads to the Smart CRM via the Lead Dropbox.
- Supported 3rd Party Lead Sources for Email ForwardingReview supported 3rd party lead sources for lead dropbox forwarding.
- How to Add Realtor.com Leads to btPROFollow these steps to automatically add your new Realtor.com leads to btPRO.
- How to Add Zillow Leads to btPROLearn how to connect your Zillow leads to btPRO via Tech Connect.
- How to Automatically Add New Leads to btPRO via ZapierLearn how to use Zapier to automatically add new leads to btPRO from 3rd Party sources via API.
- How to Automatically Push Leads to a 3rd Party via ZapierLearn how to push lead data out of btPRO to a 3rd party system.
- How to Configure Email Parsing to Push Leads to btPRO via ZapierLearn how to configure email parsing within Zapier to push leads automatically into btPRO.
- How to Add Leads to your Contacts.Learn about the different methods for adding leads to btPRO.
- [btPRO] Landing Page OverviewLearn more about creating and utilizing Landing Pages in btPRO.
- [btPRO] Squeeze Page Builder OverviewLearn more about creating Squeeze Pages you can use for online advertising.
- [btPRO] Text Codes Overview
- [btPRO] Smart Number Overview & FAQLearn more about the Smart Number built into your btPRO account!
btPRO Lead Communication
Learn about various tools to help you communicate with your contacts.
- [btPRO] Merge Tags OverviewLearn how to personalize your emails using merge tags.
- [btPRO] Text Deliverability
- [btPRO] How to Dial Daily Phone Calls On A Laptop/DesktopLearn how to make calls directly from your btPRO account.
- [btPRO] Email DeliverabilityLearn tips & tricks to enhance your email deliverability.
- [btPRO] Email Tracking OverviewLearn more about email tracking in btPRO.
- [btPRO] How To Email a PDF to Your ContactsLearn more about emailing PDFs to your contacts in btPRO.
- How to Connect DocuSign Transaction Rooms in btPROLearn how to connect your DocuSign account to btPRO.
- Transactions in btPROLearn more about the transaction management systems you can sync to btPRO.
- How to Connect Dotloop to btPROLearn how to connect Dotloop and sync your transactions to btPRO.
- SkySlope OverviewLearn how to connect your SkySlope account to btPRO
- [btPRO] TransactionDesk Overview & FAQLearn how to link TransactionDesk to btPRO and utilize the Transactions tab
- [kvCORE & btPRO] TCPA Compliance & SMS Opt-In OverviewLearn about being TCPA compliant when using btPRO.
- [btPRO] What Is WCAG 2.0 & WCAG 2.1?Learn more about Web Content Accessibility Guidelines (WCAG).
- [btPRO] CCPA - California Consumer Privacy ActLearn more about the CCPA.
- [btPRO] ADA Accessibility StatementInside Real Estate has improved website templates to increase compliance with common web accessibility standards, particularly WCAG 2.1.
- Legal Inquiries
- [btPRO] About Mobile App Push NotificationsInstead of getting texts and emails for everything that happens in btPRO, you can use the mobile app's push notifications feature.
- [btPRO] Open House Mobile AppAutomatically feed all of the attendees from an electronic sign-in sheet right into your btPRO dashboard using the kvCORE Open House App.
- [btPRO] Defining User RolesLearn more about the various user roles within the btPRO platform and recommended actions for each user to get the most out of btPRO.
- How to Request a Support Callback
- [btPRO] How to Debug Missing Photos on Facebook PostsLearn how to troubleshoot when listing images are not populating on your Facebook posts.
- [btPRO] 24 Ways to Drive Leads & Build Your Sphere of InfluenceA list of easy-to-implement options for generating new leads and increasing your book of business.
btPRO Lender Resources
Learn how to use the tools to work with your Lenders in btPRO!
- [btPRO] About Business Analytics - PipelineLearn more about the Pipeline section of Business Analytics.
- [btPRO] About Business Analytics - Source PerformanceLearn more about the Source Performance section of Business Analytics.
- [btPRO] About Business Analytics - Communications
- [btPRO] About Business Analytics - kvCORE ActivityLearn more about kvCORE Activity in Business Analytics and utilizing the data gathered regarding lead engagement and lead nurture.
- [btPRO] About Business Analytics - Consumer InterestLearn about your client's interests using Business Analytics.
- [btPRO] About Business Analytics - Agent Performance OverviewLearn more about which metrics btPRO tracks as an indication of an agents' use of the platform.
- [btPRO] About Business Analytics - Agent Success OverviewLearn more about which metrics btPRO tracks as an indication of successful use of the platform.
- [btPRO] Website Listing Details
- [btPRO] Website Market Reports OverviewThe Market Report feature allows you to automatically send a report to your people based on an area, city, neighborhood, or zip code.
- [btPRO] Web & IDX - Content Overview
- [btPRO] Tutorial: Advanced Website Editor Customization/DIY
- [btPRO] Website Homepage Editor
- [btPRO] Website Localization OverviewLearn more about the Canadian French localized version of btPRO websites.
- [btPRO] Geographical Areas Search OverviewLearn more about how the geographical areas search option enhances your btPRO website and helps provide more accurate listing results.
- [btPRO] Website Phone Numbers & AddressesWhere & how to control website phone numbers and addresses on your btPRO website.
- [btPRO] Find Your Sitemap LinkLearn how to generate your btPRO website sitemap.
- [btPRO] Wordpress ShortcodesA list of kvCORE WordPress shortcodes to use on WordPress pages in kvCORE and btPRO.
- [btPRO] Homepage Widgets
- [btPRO] How to Add Custom Scripts, Pixels, Verifications, and More to Your Website
- [btPRO] Web & IDX Settings OverviewLearn more about all your website setting options and how to use them.
- [btPRO] How to Update Your Subdomain
- [btPRO] Customize the Main Navigation on Your WebsiteLearn how to update the main navigation located at the top of your btPRO website. You can change the labels or add additional menu items.
- [btPRO] My/Our Listings Tab Overview & FAQLearn the difference between the My/Our Listings Tab and how to update them.
- [btPRO] Setting Up Domain Nameservers for Domain ChangesLearn how to set your nameservers for your btPRO domain.
- [btPRO] WordPress PluginLooking to use the btPRO WordPress plugin? Review this article for requirements and disclaimers.
- [btPRO] Web & IDX - Blog Overview
- [btPRO] Special Features For Buyers & Sellers On Your Website
- [btPRO] Website 'Sell' Page & Seller Home Valuation Overview
- [btPRO] How to Install a Facebook PixelLearn how to Install your Facebook Pixel to track your Facebook advertising performance.