---
title: "How To: Contact Profile in BoldTrail"
description: An overview of navigating the contact profile in your BoldTrail account.
---
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# How To: Contact Profile in BoldTrail
### **Overview**
Your book of business, or sphere of influence (SOI), is the cornerstone of your real estate career. Consistent engagement with your contacts is key to turning them into lifelong clients. To make this easier, the contact record in BoldTrail’s Smart CRM gives you a complete view of your relationship history, activity, and opportunities for follow-up.
By reviewing notes, past conversations, and activity logs, you’ll be better prepared to connect meaningfully and stay top of mind with your clients.
#### **Accessing Contact Records**
****
1. Log into your BoldTrail account.
2. Click the **Contacts** tab on the left navigation.
3. Search for the contact and select their name.
**Tip:** You can also use the **search bar** at the top to quickly find a specific contact.
When a record opens, you’ll land on the **Timeline** view, where you can see all recent activity, communication, and tasks. From here, you can also send messages, update search alerts, manage Smart Campaigns, and more.
#### Key Sections of a Contact Record
Each contact record is organized into four main sections:
##### 1. Contact Details
- View essential info: name, status, lead type, contact info, hashtags, and web activity.
- **Web Activity** shows initial information gathered when the contact entered your CRM.
- **Hashtags** can be added or edited to group contacts into useful categories.
##### 2. Timeline
- Displays activity history, communications, notes, tasks, and calls.
- Use **Show future touch points** to preview upcoming Smart Campaign actions and remove any that don’t apply.
**Note:** Actions within 15 minutes of campaign assignment won’t appear in this view. Deleting a touchpoint only removes it for this contact—it does not affect the campaign itself.
##### 3. Contact Actions & Auto-Communications
Located on the right side, this menu lets you take quick action:
- **Communication:** Call, text, email, drop a voicemail, or send a video (depending on your subscriptions).
- **Manage:** Transfer, merge, archive, or export contacts; adjust privacy; or share contacts with team members.
- **Search & Social:** Quickly look up contacts on Facebook, Google, LinkedIn, or other platforms.
**Tip:** If buttons are greyed out, it means the contact is unsubscribed or the feature requires an add-on subscription.
##### 4. Personal Information
By clicking **Edit** in the top right, you can update deeper details:
- Contact info and permissions
- Relationships and addresses
- Social media links
- Home preferences and valuation details
- Assigned agent and lender
- Referral sources
**Tip:** Adding a property in the Valuation area automatically starts a **Seller Valuation Report** that will update every 28 days until removed.
#### **Additional Features**
##### *Tasks*
**
View and complete tasks for the contact, or click **View All Tasks** to see a full list.
##### *Appointments*
**
Add appointments directly from the contact record, including type, method, date, guests, and notes.
##### *Engagement*
**
Manage Search Alerts, Smart Campaigns, Market Reports, and Seller Reports. Send Homeownership app invites or create listing presentations if your brokerage has Present.
##### *Files*
**
With Google/Gmail sync enabled, upload and store documents directly in the contact’s Google Drive folder for easy access anywhere. To sync your Gmail, click [here](https://help.insiderealestate.com/en/articles/3383236-boldtrail-syncing-google-to-boldtrail)
#### **Summary**
Your Smart CRM contact records are more than just a digital Rolodex—they’re the hub of your real estate relationships. By regularly reviewing and updating contact records, you’ll be able to:
- Stay organized
- Personalize your outreach
- Strengthen long-term client relationships
Invest time in keeping your SOI updated, and you’ll see greater consistency in repeat and referral business.
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