Advice and answers from the Trail Team 😄
New Updates
Latest features, patchnotes & how to reach us
Pathfinder Training Program
Essential Onboarding videos to watch and learn Trail!
FAQs
A list of the most commonly asked questions by Trail users
Data Migration
Import Options, Costs & Supported CRM Instructions
Set Up
Essential setup of your Trail account, including your disclosures!
Get Started
All the basics of Trail
Profile & Contact Management
Edit your client's Profile, their Documents and their Contact details
The Client Portal
Get to know the Client Portal and helping your clients login
Emails & Integrations
Using Trail for emails & to link with Mailchimp & ActiveCampaign
Mortgages
Use Trail to complete lending applications, provide mortgage recommendations and service fixed rate rollovers
Personal Risk Insurance
Use Trail to provide personal risk advice and perform policy reviews
KiwiSaver & Investments
How to manage your client's Investment and KiwiSaver advice
Fire and General Insurances
Use Trail to manage you Fire and General opportunities
Reporting & Filtering Data
Extract lists and reports using Advanced Filter & the Reports page
Kiwi Adviser Network Articles
Get to know KAN exclusive features!
Training Video Archive
Masterclasses, Trailblazers & Office Hours
