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All CollectionsTraining Video ArchiveTrail Masterclasses - 2022
The 5 Keys to Trail Success
The 5 Keys to Trail Success

Learn how to utilize the full extent of Trail on a daily basis!

Erica Danielson avatar
Written by Erica Danielson
Updated over 2 years ago

TRAIL MASTERCLASS 1 - webinar recording

Join Angel in this 1st Trail Masterclass webinar, where we covered the following!

  • Pipelines & Opportunities
    High Level Overview of your work and in-progress applications

  • Activities & Notes
    Managing your daily tasks for an effective approach to the day.

  • Email Communication
    Quickly communicate key information to every client

  • Trail Search
    Find what you need, quickly

  • Notifications Management
    Never miss an important client event again
    ​

    Also included in this webinar...

  • Getting in Contact with the Support Team

  • A Special Announcement & Outro

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