Use BoldTrail Smart Filters to Find Forgotten Opportunities

Your next client may already be sitting inside your database. Create a Smart Filter for contacts who:

• Have not been contacted recently

• Have viewed properties

• Have returned to your website

• Do not have a current follow-up task

• Are missing important information

Work through a small list each day instead of staring at your entire database.

Tech it to the MAX Tip: A CRM only works when it helps you decide who needs attention next. Filters turn a large database into a manageable daily action list.

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!