Welcome to the Trailblazer Courses!
Get started and build a solid understanding of your CRM.
These are our core learning videos to get you familiar with everything you need to know to effectively use Trail.
Introduction video for the course:
💡 Top Tip
Short on time? Watch it at a faster speed! Once you've clicked to begin the course & selected a video to start with, navigate to the bottom-right of the video, look for the cog icon for Settings > and then select Playback Speed.
We recommend 1.25x or 1.5x speed to still understand the content but saves you time!
Course Content
1. Overview of Trail
A quickfire video on basic navigation when you first login to Trail.
2. Your Personal Account Setup
Set up your Trail account thoroughly by understanding all settings.
Upload necessary compliance documents
Connect your email integration to use Trail for email management & record-keeping of your email communications with clients.
Edit the email templates that are sent out throughout the advice process
Understand what automations are (these will be covered in more detail in the Mortgage and Insurance Courses)
Edit your notifications to stay on top of your alerts from Trail
Add any referrers to your referral network
3. The Basic Pages
Your Pipeline & Opportunities
Your Activities Page
Your Contacts Page
Your Products Page
Your Reports Page
4. Managing your Client Profiles
What is a Profile vs. Contact?
An Overview of a Profile Page
Managing your Profile's Timeline
Further Help for Email Integration
Next Step
Continue learning and building your basic foundation of understanding Trail with these following courses!
If you have access to 'Organisation Settings':
Or for the advice-specific courses, see below:
For any further or specific questions, get in touch with us! 💬