Change the default status for your Home App in BoldTrail!

As we got the Home App for our BoldTrail system, the landing page to capture leads or direct past clients too display this as a "Homeownership" App but as we started playing, we notied contacts are automatically added with a "BUYER" Status and if you have a campaign turned on for a New Buyer Lead, they will start receiving those emails & texts! YIKES! Yes, we can search listings, etc but most of us are sending this to our sphere and past clients, so we got a work-around that we wanted to share with you!

(Thank you REMAX) ;-)

Go to Marketing > Smart Campaigns and add this Token:

c2ce1749-b028-4621-8748-aba75b50d3ba

It may take a few hours for it to go into your system (or overnight)... so make sure after you add the token to do a search in your campaigns for Homeowner app to find the campaign. Click on it to open it and toggle it ON!

Then on your main Smart Campaign screen, toggle it on there and now it will trigger any leads populated from your Homeowner App Page to change the status from Buyer > to Prospect. (If you have campaigns for Prospects, these leads will get that Campaign).

Here is a quick video of me adding the Token and the steps above!