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Admin Overview
Updated over 5 months ago

The initial set up for BoldTrail BackOffice requires 5 steps. You will configure your account under settings:
1. Company information - 00:40
2. Users - 01:05
3. Checklists - 02:16
4. Transaction fields - 04:05
5. Commission plans - 06:00
6. Notifications - 08:15

After this is set up then your agents will be able to access the system and:

Please watch the video below on how to configure your BoldTrail BackOffice account.

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