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 to the organisation settings 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
A full run-through of each Organisation-level Setting including:
Your General Settings - including your company's details, branding colours, logos & buttons that you can use for your website!
Users & Teams - viewing & managing your teams and individual users.
Permissions - determine what each user 'type' can do and restrict / give access.
Insurance Settings - see Next Step below for further details
Compliance Settings - set up specifics for complaints handling.
Document Settings - what are the default types & set your own custom types.
Pipeline Settings - customize your Pipeline Stages to represent and track the process of an opportunity!
Activity Types - customize your Activity types / categories.
Integrations - connect with ActiveCampaign or Mailchimp
Policy Importer - Import policy data from insurers, directly into Trail
Next Step
Continue learning and building your basic foundation of understanding Trail with these following courses!
If you offer Insurance services, check out your specific 'Insurance Settings':
Or for the advice-specific courses, see below:
For any further or specific questions, get in touch with us! 💬