Here's the basics of navigating, Pipeline, Activities, Opportunities and Profiles!
Essential Onboarding videos to watch and learn Trail
Everything on setting up Trail for you and your business
Import Options, Costs & Supported CRM Instructions
How Trail supports the 6 Steps of Advice
How to reach our team, report bugs and give feedback!
Learn all about Trail's Personal Risk Insurance Research tool!
Get to know KAN exclusive features
Find out how to use Trail's new KiwiSaver Advice Process!
A list of the most commonly asked questions by Trail users
Manage your client's Profile, Documents and Contact details
Trail's Email Integration and linking 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