Use this guide to act on multiple prospects at once on the Watch List and Search Results pages, and to see and manage who on your team is watching a prospect.
For "Add to BoldTrail" to work, your account needs to be connected to BoldTrail. If it isn't, you'll see an Integrate with BoldTrail to enable functionality prompt where the action would normally be.
Once your account is connected, prospects already in BoldTrail show a small person-with-checkmark icon in the Actions column.
To add prospects to someone else's watchlist, you need permission to manage other users' watchlists.
See who's watching a prospect on Search Results
When you run a recruit search, each agent in the Search Results has a badge in the Watchlist column. The badge tells you who is currently tracking that prospect at a glance:
Badge | What it means |
+ Watch | Nobody is watching this prospect yet. Click to add yourself. |
You | Only you are watching this prospect. |
1 Watching (or 2, 3, etc.) | Other people on your team are watching this prospect, but you aren't. |
You + 1 (or +2, etc.) | You and other people on your team are watching this prospect. |
Use the badges to spot prospects your team is already on top of, and avoid duplicating outreach to someone a colleague is already working.
Add or remove watchers for a prospect
On the Search Results page, click the badge in the Watchlist column for the prospect you want to update.
In the panel that opens, add or remove watchers as needed:
To add a watcher, select a user.
To remove a watcher, remove that user from the list.
Close the panel when you're done.
The badge updates to reflect the new watcher count, and the change shows up on each affected user's Watch List.
Bulk actions on the Watch List
Use this when you want to remove several prospects from your Watch List at once or push several prospects into BoldTrail in a single step.
Open the Watch List in BoldTrail Recruit.
Tick the checkbox to the left of each prospect you want to act on.
A toolbar appears above the table showing the number of selected rows along with two buttons. Click one of:
Add to BoldTrail adds every selected prospect to BoldTrail. They're also added to your Watch List at the same time. This is a one-time action - after the prospects are added, the BoldTrail record and the Watch List entry aren't connected. Removing a prospect from your Watch List later won't remove them from BoldTrail.
Remove from Watchlist removes every selected prospect from your own Watch List.
The action runs against every prospect you selected.
Single-prospect actions on the Watch List
For a single prospect, use the icons in the Actions column at the right of the row. The same three actions that previously appeared as separate per-row buttons are now grouped here:
Remove from Watchlist removes the prospect from your Watch List.
Add to BoldTrail adds the prospect to BoldTrail. The icon appears as a person-with-checkmark when the prospect is already in BoldTrail.
Add Activity logs an activity (call, email, meeting, etc.) for the prospect.
Bulk actions on Search Results
Use this when you've run a recruit search and want to act on several agents at once.
From Recruit Search, run a search to bring up the agents you want to work with.
On the Search Results page, tick the checkbox to the left of each agent you want to act on.
A toolbar appears above the table with three buttons. Click one of:
Add to Watchlist opens a picker. Choose who to add the prospects to: yourself, one or more other users, or both. This adds new watchers without affecting watchers already on the prospect.
Add to BoldTrail adds every selected prospect to BoldTrail. They're also added to your Watch List at the same time. As with the Watch List version, this is a one-time action - the two records aren't connected after the initial add.
Remove from Watchlist removes every selected prospect from your own Watch List.
(To remove a prospect from someone else's Watch List, click the badge in the Watchlist column and use the watcher panel.)
Troubleshooting
The bulk action toolbar isn't showing up. The toolbar only appears once at least one row is selected. Tick a checkbox on the left of any row.
Add to BoldTrail shows "Integrate with BoldTrail to enable functionality" instead of running. Your account isn't connected to BoldTrail yet. Connect BoldTrail from your account settings, then come back to the Watch List or Search Results.
I added prospects to a teammate's watchlist but they don't see them. First, confirm you have permission to manage other users' watchlists. If you do, ask your teammate to refresh their Watch List.
I can't find the Add to BoldTrail, Add Activity, or Remove from Watchlist buttons on the Watch List. They moved into the Actions column at the right of each row, where they appear as small icons. Hover over an icon to see its label.
I removed a prospect using the bulk action, but they're still on my teammate's Watch List. Bulk Remove from Watchlist on Search Results only removes the prospect from your own Watch List. To remove the prospect from someone else's Watch List, click the badge in the Watchlist column and remove that user from the watcher panel.
A prospect is in BoldTrail but not on my Watch List, or vice versa. Add to BoldTrail is a one-time action, not an ongoing sync. After the initial add, removing or changing a prospect in one place doesn't affect the other. To restore the prospect, use the matching Add action — Add to BoldTrail from the Watch List, or Add to Watchlist from Search Results.