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[BoldTrail Recruit] Release Notes
[BoldTrail Recruit] Release Notes
Updated over 3 weeks ago

Mar 4, 2025

What's new

  • "Watch List" replaces "Pipeline": We've renamed the "Pipeline" feature to "Watch List" to better reflect its purpose β€” a collection of agents you're actively monitoring.

    • Why the change: Based on your feedback, "Watch List" more accurately describes the feature's function - a place to track agents you're interested in and receive updates about their activities.

    • What's affected: You'll now see "Watch List" instead of "Pipeline" throughout the interface. All functionality remains the same - only the name has changed.

Feb 4, 2025

What's new

We've added a new way for company owners to manage their settings and users.

New Menu for Company Owners

  • There's a new "Company Management" menu on the left side of your screen

    • Only company owners will see this menu

What You Can Do Now

We've added the ability to manage user permissions:

  • Choose which offices each user can see in the Market Share dashboard

  • Update user information (depending on your setup)

Jan 23, 2025

We're excited to announce significant improvements to Recruit's search functionality, making finding and managing your prospecting searches easier than ever.

What's new

Saved Searches

  • Save frequently used search configurations for quick access

  • Organize saved searches by Agent, Company, or Office

  • Easily update or delete existing saved searches

  • Access saved searches directly from the search interface

Streamlined Interface

  • Hot List now has a dedicated page for better accessibility

  • Simplified search options with new "Include results with zero production" radio button

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