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Office Hours 08/07/21 - Use every page Trail has to offer
Office Hours 08/07/21 - Use every page Trail has to offer

Each page could potentially benefit your workflow and business, find out how!

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over 3 years ago

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:

  • The Pipeline.

  • Managing activities through the activities page.

  • The difference between contacts and profiles.

  • Mortgage, Insurance and Investment product management.

If you need any help outside of Office Hours, here's how you can get in touch.

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