BoldTrail Training Meetings | Sellstate PowerSuite

Sellstate is excited to introduce a new monthly training series: Back to Basics with BoldTrail — a hands-on tutorial and live Q&A designed to help the Sellstate Family get the most out of Sellstate PowerSuite powered by BoldTrail.

If you’ve ever felt overwhelmed by BoldTrail, you’re not alone. These sessions are built to be practical, simple, and execution-focused so agents can immediately apply what they learn in their day-to-day business.

Each monthly meeting will include step-by-step training on key BoldTrail tools, best practices for productivity and follow-up, real workflows you can implement right away, and live troubleshooting with open Q&A.

This training is open to every Sellstate agent, broker, and team member, and all sessions will be archived here for convenient on-demand viewing.

Meetings are held on the second Wednesday of every month, year-round, at 11:00am Eastern Time.

2026 Video On Demand

My Profile + Automation/Adding Contacts – February 10, 2026 (Passcode: 5Kk0%.JY)

Knowledge Base Articles

Daily Call Creation

Behavioral Automation Overview

How to Turn Off Automation for an Individual Contact