Join us at 9:30am every Thursday for our Office Hours where we focus on helping you maximize your usage of Trail and answer any burning questions you have.
In this weeks Office Hours, we covered the following topics:
Submitting Adviser for an opportunity owned by an Assistant.
Creating opportunities for your team members who provide different advice.
Signatures at the bottom of your Nature and Scope of Advice document.
Emailing your advice documents straight from the application page.
Quickform visual updates!
Generating more specific product summaries.
If you need any help outside of Office Hours, here's how you can get in touch.