Clean Up Your BoldTrail Follow-Up Tasks

A CRM full of overdue tasks quickly becomes discouraging. Set aside time to review your BoldTrail tasks and rebuild a follow-up plan you can realistically maintain.

Try This:

• Complete or remove outdated tasks

• Reschedule contacts who still need follow-up

• Add notes from recent calls and conversations

• Create next steps for active buyers and sellers

• Use Smart Filters to identify contacts without future tasks

MAX Tip: Every active opportunity should have a clear next action and a date. “Follow up sometime” is not a system.

Review it. Schedule it. Do it!

Need more tips or tools? Contact your REMAX Elite Marketing & Tech Coach, Heather Holliday for guidance and support. Together, we’ll make this your most successful year yet!