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
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
To Create a New Activity Type
These are the Trail default Categories:
Call
Email
Task
Meeting
Review
1. Click the green Add Activity Type button at the top of the page to bring up a new Activity template.
2. Decide on an icon (and Category, you will have to choose from the default list) and name for your new Activity type. This is the name that will be used when applying the template to any future Activity.
3. Enter any additional information you would like in the Description box. This text will appear under any Activity that uses your created Activity type template.
4. Navigate to the Checklist tab to add any subtasks to your Activity type. These checklist items will appear under every Activity created with this template and you will be able to tick them off for each individual Activity.
Then click "Save" to save your changes! And you'll be able to use this new activity type moving forwards.👍