Essential Onboarding videos to watch and learn Trail!
Find out how to use Trail's new KiwiSaver Advice Process!
Everything on setting up Trail for you and your business!
Quickly learn all the basics of Trail!
Get to know KAN exclusive features
Go through the 6 steps of advice & how Trail supports you in following this!
Import Options, Costs & Supported CRM Instructions
A list of the most commonly asked questions by Trail users
Edit your client's Profile, their Documents and their Contact details
Learn about your Email Integration and link with Mailchimp & ActiveCampaign
Specific scenarios for Mortgage & Insurance Advice
Get to know the Client Portal and helping your clients login
Disclosures & Complaints management
How to manage your client's Investment advice
Use Trail to manage your Fire and General opportunities
Extract lists and reports using Advanced Filter & the Reports page
Masterclasses, Trailblazers & Office Hours
How to reach our team, report bugs and give feedback!