Changing your current work processes can be a daunting task, and sometimes a steep learning curve. We understand that, which is why when you sign up to Trail, we're here to help you every step of the way. These training videos have been created to help you get started on Trail as soon as your business is set up, so you can become a Trail pro in no time.
This Trail training video will explain how the Pipeline works. In particular, we will cover:
What the Pipeline is
The different kinds of Pipelines
What Opportunities are
Viewing other team members Pipelines
Moving/Adding/Removing Opportunities from the Pipeline
Managing Activities on your Pipeline
For a more in-depth explanation of this process, click here to read further articles on this.
As always, if you have any further questions, please get in touch with us by using the blue chat button in the bottom right corner, or sending us an email on support@gettrail.com.