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:
Opportunities as Goals toward Advice and/or Servicing.
Activities which are steps toward that goal.
Notifications as Key Events occurring toward Advice or Servicing.
Automations which help you, the Adviser, manage your upcoming Fixed Rate Reviews, Policy Reviews and/or Annual Reviews.
Bulk Editing Activities to clean up your activities page to help you remain focused.
If you need any help outside of Office Hours, here's how you can get in touch.