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Office Hours 02/09/21 - Reporting and Marketing from within Trail
Office Hours 02/09/21 - Reporting and Marketing from within Trail

How to generate comprehensive reports of your database, and marketing tools in Trail

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over a week ago

Join us at 9:30am every fortnight on a 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:

  • How to generate various lists of information from your database, such as Contact lists, Profile Lists, Product lists etc.

  • What integrations Trail has at your disposal for Marketing purposes, and the nature of our connection with them.

  • Getting an overview of all your opportunities, pipelines and/or stages.

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

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