One of the great CRM features of Trail is the ability to track Activities to keep on top of your work for the day. Trail allows you to link Activities to Opportunities and Profiles, so you know when you need to review a fact find or follow up with a client about their policy anniversary.
However, we understand that every financial advice business works differently, and having Activities that reflect the way your business works is important. Because of this, you can change the Activity types that your organisation uses. From your Activity Types settings, you can:
Add a new Activity type by clicking the green button at the top of the page. This will bring up a new Activity at the top of the screen (when doing this, ensure you are selecting an appropriate category for the Activity type)
Delete an Activity type by clicking the box containing three dots to the right of each Activity
Rename an Activity type by clicking the name of the Activity and overtyping
Move an Activity type by dragging the box containing three lines to the left of each Activity
Change the category of an Activity type by clicking the down arrow of the Activity
